MKT Advisors’s Unitil UTL Stock Holding History

MKT Advisors’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
2025 Q3	–	Sell	-3,859	Closed	-$204K	–	175
2025 Q2	$204K	Sell	3,859 -300	-7%	-$16.6K	0.08%	164
2025 Q1	$229K	Hold	4,159	–	–	0.11%	129
2024 Q4	$228K	Hold	4,159	–	–	0.1%	134
2024 Q3	$248K	Hold	4,159	–	–	0.12%	130
2024 Q2	$215K	Hold	4,159	–	–	0.11%	135
2024 Q1	$204K	Hold	4,159	–	–	0.11%	137
2023 Q4	$216K	Sell	4,159 -600	-13%	-$29K	0.14%	133
2023 Q3	$201K	Sell	4,759 -400	-8%	-$19.6K	0.15%	131
2023 Q2	$269K	Hold	5,159	–	–	0.19%	105
2023 Q1	$307K	Hold	5,159	–	–	0.23%	87
2022 Q4	$270K	Hold	5,159	–	–	0.2%	99
2022 Q3	$240K	Hold	5,159	–	–	0.21%	101
2022 Q2	$300K	Hold	5,159	–	–	0.23%	91
2022 Q1	$282K	Hold	5,159	–	–	0.21%	99
2021 Q4	$235K	Buy	+5,159	New	+$224K	0.18%	120

Other funds holding UTL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

MKT Advisors's UTL Position: Q3 2025 in Review

MKT Advisors sold out of Unitil (UTL) in Q3 2025, closing a stake of 3,859 shares — an estimated $204K sold.

MKT Advisors first reported a position in UTL in Q4 2021 and held it in 15 quarters. The position peaked at $307K in Q1 2023. 217 funds tracked by Wall St. Rank hold UTL as of Q3 2025.

MKT Advisors reported no remaining Unitil position as of Q3 2025 after selling out during the quarter.
MKT Advisors sold 3,859 Unitil shares in Q3 2025, an estimated $204K.
MKT Advisors first reported a position in Unitil in Q4 2021 and held it in 15 quarters.
MKT Advisors's Unitil position peaked at $307K in Q1 2023.
217 funds tracked by Wall St. Rank held Unitil as of Q3 2025.

Based on MKT Advisors's 13F filing for Q3 2025, filed 17 Oct 2025.