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 Q3	$7.36K	Hold	145	–	–	﹤0.01%	1462
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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $2.08B AUM 27.45% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

MassMutual Private Wealth & Trust's UTL Position: Q3 2026 in Review

MassMutual Private Wealth & Trust held its Unitil (UTL) position steady in Q3 2026 at 145 shares worth $7.36K. The position accounts for ﹤0.01% of the portfolio, ranked #1462.

MassMutual Private Wealth & Trust first reported a position in UTL in Q3 2020 and has held it in 16 quarters since. The position peaked at $111K in Q3 2020. 145 funds tracked by Wall St. Rank hold UTL as of Q3 2026.

MassMutual Private Wealth & Trust held 145 shares of Unitil worth $7.36K as of Q3 2026.
MassMutual Private Wealth & Trust left its Unitil share count unchanged in Q3 2026.
Unitil made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #1462 holding.
MassMutual Private Wealth & Trust first reported a position in Unitil in Q3 2020 and has held it in 16 quarters since.
MassMutual Private Wealth & Trust's Unitil position peaked at $111K in Q3 2020.
145 funds tracked by Wall St. Rank held Unitil as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.