LPL Financial
UTL icon

LPL Financial’s Unitil UTL Stock Holding History

LPL Financial’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 		$383K Buy
7,273
+38
+0.5% +$1.97K ﹤0.01% 5265
2026
Q1 		$378K Sell
7,235
-647
-8% -$33.1K ﹤0.01% 5019
2025
Q4 		$382K Sell
7,882
-834
-10% -$40.6K ﹤0.01% 4961
2025
Q3 		$417K Buy
8,716
+194
+2% +$9.47K ﹤0.01% 4776
2025
Q2 		$444K Buy
8,522
+832
+11% +$46.1K ﹤0.01% 4470
2025
Q1 		$444K Buy
7,690
+149
+2% +$8.2K ﹤0.01% 4282
2024
Q4 		$409K Buy
7,541
+3
+0% +$174 ﹤0.01% 4267
2024
Q3 		$457K Buy
7,538
+1,833
+32% +$107K ﹤0.01% 4073
2024
Q2 		$295K Sell
5,705
-571
-9% -$29.3K ﹤0.01% 4277
2024
Q1 		$329K Buy
+6,276
New +$316K ﹤0.01% 4129
2022
Q1 		– Sell
-4,831
Closed -$222K – 4394
2021
Q4 		$222K Buy
+4,831
New +$209K ﹤0.01% 3920
2020
Q1 		– Sell
-4,077
Closed -$252K – 3428
2019
Q4 		$252K Buy
4,077
+19
+0.5% +$1.17K ﹤0.01% 2916
2019
Q3 		$257K Buy
+4,058
New +$243K ﹤0.01% 2804

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 $3.38T AUM 44.17% 1-Year Est. Return
Frontier Capital Management
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

LPL Financial's UTL Position: Q2 2026 in Review

LPL Financial increased its Unitil (UTL) stake by 0.53% in Q2 2026, buying an estimated $1.97K and bringing the position to 7,273 shares worth $383K. The position accounts for ﹤0.01% of the portfolio, ranked #5265.

LPL Financial first reported a position in UTL in Q3 2019 and has held it in 13 quarters since. The position peaked at $457K in Q3 2024. 245 funds tracked by Wall St. Rank hold UTL as of Q2 2026.

  • LPL Financial held 7,273 shares of Unitil worth $383K as of Q2 2026.
  • LPL Financial bought 38 Unitil shares in Q2 2026, an estimated $1.97K.
  • Unitil made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5265 holding.
  • LPL Financial first reported a position in Unitil in Q3 2019 and has held it in 13 quarters since.
  • LPL Financial's Unitil position peaked at $457K in Q3 2024.
  • 245 funds tracked by Wall St. Rank held Unitil as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.