Midwest Trust’s Unitil UTL Stock Holding History

Midwest 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	$1.27M	Buy	24,044 +17,665	+277%	+$916K	0.01%	337
2026 Q1	$333K	Hold	6,379	–	–	﹤0.01%	499
2025 Q4	$309K	Hold	6,379	–	–	﹤0.01%	506
2025 Q3	$305K	Hold	6,379	–	–	﹤0.01%	503
2025 Q2	$333K	Buy	+6,379	New	+$354K	﹤0.01%	499

Other funds holding UTL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Midwest Trust's UTL Position: Q2 2026 in Review

Midwest Trust increased its Unitil (UTL) stake by 277% in Q2 2026, buying an estimated $916K and bringing the position to 24,044 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #337.

Midwest Trust first reported a position in UTL in Q2 2025 and has held it in 5 quarters since. 245 funds tracked by Wall St. Rank hold UTL as of Q2 2026.

Midwest Trust held 24,044 shares of Unitil worth $1.27M as of Q2 2026.
Midwest Trust bought 17,665 Unitil shares in Q2 2026, an estimated $916K.
Unitil made up 0.01% of Midwest Trust's portfolio in Q2 2026, its #337 holding.
Midwest Trust first reported a position in Unitil in Q2 2025 and has held it in 5 quarters since.
245 funds tracked by Wall St. Rank held Unitil as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.