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Larson Financial Group’s Unitil UTL Stock Holding History

Larson Financial Group’s Portfolio UTL Stock Details UTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$31.4K Buy
596
+2
+0.3% +$104 ﹤0.01% 1750
2026
Q1 		$31.1K Hold
594
– – ﹤0.01% 1611
2025
Q4 		$28.8K Buy
+594
New +$28.9K ﹤0.01% 1513
2025
Q3 		– Sell
-78
Closed -$4.07K – 3650
2025
Q2 		$4.07K Buy
78
+66
+550% +$3.66K ﹤0.01% 2159
2025
Q1 		$692 Buy
12
+10
+500% +$550 ﹤0.01% 2488
2024
Q4 		$108 Sell
2
-170
-99% -$9.86K ﹤0.01% 2586
2024
Q3 		$10.4K Buy
172
+170
+8,500% +$9.92K ﹤0.01% 1466
2024
Q2 		$104 Buy
+2
New +$103 ﹤0.01% 2236

Other funds holding UTL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Larson Financial Group's UTL Position: Q2 2026 in Review

Larson Financial Group increased its Unitil (UTL) stake by 0.34% in Q2 2026, buying an estimated $104 and bringing the position to 596 shares worth $31.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1750.

Larson Financial Group first reported a position in UTL in Q2 2024 and has held it in 8 quarters since. 243 funds tracked by Wall St. Rank hold UTL as of Q2 2026.

  • Larson Financial Group held 596 shares of Unitil worth $31.4K as of Q2 2026.
  • Larson Financial Group bought 2 Unitil shares in Q2 2026, an estimated $104.
  • Unitil made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1750 holding.
  • Larson Financial Group first reported a position in Unitil in Q2 2024 and has held it in 8 quarters since.
  • 243 funds tracked by Wall St. Rank held Unitil as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.