MPWT
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MassMutual Private Wealth & Trust’s Unitil UTL Stock Holding History

MassMutual Private Wealth & Trust’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 		$7.64K Buy
145
+22
+18% +$1.14K ﹤0.01% 1518
2026
Q1 		$6.43K Sell
123
-59
-32% -$3.02K ﹤0.01% 1566
2025
Q4 		$8.82K Sell
182
-46
-20% -$2.24K ﹤0.01% 1438
2025
Q3 		$10.9K Buy
228
+22
+11% +$1.07K ﹤0.01% 1361
2025
Q2 		$10.7K Sell
206
-29
-12% -$1.61K ﹤0.01% 1333
2025
Q1 		$13.6K Buy
235
+10
+4% +$550 ﹤0.01% 1177
2024
Q4 		$12.2K Buy
225
+43
+24% +$2.49K ﹤0.01% 1182
2024
Q3 		$11K Hold
182
– – ﹤0.01% 1106
2024
Q2 		$9.43K Buy
182
+94
+107% +$4.83K ﹤0.01% 1115
2024
Q1 		$4.61K Buy
88
+36
+69% +$1.81K ﹤0.01% 1301
2023
Q4 		$2.73K Buy
+52
New +$2.52K ﹤0.01% 1408
2023
Q3 		– Sell
-25
Closed -$1.27K – 2058
2023
Q2 		$1.27K Hold
25
– – ﹤0.01% 1597
2023
Q1 		$1.43K Buy
25
+9
+56% +$480 ﹤0.01% 1512
2022
Q4 		$1K Buy
+16
New +$814 ﹤0.01% 1570
2020
Q4 		– Sell
-2,879
Closed -$111K – 946
2020
Q3 		$111K Buy
+2,879
New +$121K 0.01% 367

Other funds holding UTL

BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
WAM
Wernau Asset Management Gloucester, Massachusetts $193M AUM 26.16% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
NHT
New Hampshire Trust Concord, New Hampshire $530M AUM 22.91% 1-Year Est. Return

MassMutual Private Wealth & Trust's UTL Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its Unitil (UTL) stake by 18% in Q2 2026, buying an estimated $1.14K and bringing the position to 145 shares worth $7.64K. The position accounts for ﹤0.01% of the portfolio, ranked #1518.

MassMutual Private Wealth & Trust first reported a position in UTL in Q3 2020 and has held it in 15 quarters since. The position peaked at $111K in Q3 2020. 70 funds tracked by Wall St. Rank hold UTL as of Q2 2026.

  • MassMutual Private Wealth & Trust held 145 shares of Unitil worth $7.64K as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 22 Unitil shares in Q2 2026, an estimated $1.14K.
  • Unitil made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1518 holding.
  • MassMutual Private Wealth & Trust first reported a position in Unitil in Q3 2020 and has held it in 15 quarters since.
  • MassMutual Private Wealth & Trust's Unitil position peaked at $111K in Q3 2020.
  • 70 funds tracked by Wall St. Rank held Unitil as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.