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Moloney Securities Asset Management’s Unitil UTL Stock Holding History

Moloney Securities Asset Management’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
Q2 		– Sell
-6,861
Closed -$396K – 526
2025
Q1 		$396K Buy
+6,861
New +$377K 0.05% 291

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Vanguard Group
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Moloney Securities Asset Management's UTL Position: Q2 2025 in Review

Moloney Securities Asset Management sold out of Unitil (UTL) in Q2 2025, closing a stake of 6,861 shares — an estimated $396K sold.

Moloney Securities Asset Management first reported a position in UTL in Q1 2025 and held it in 1 quarter. The position peaked at $396K in Q1 2025. 220 funds tracked by Wall St. Rank hold UTL as of Q2 2025.

  • Moloney Securities Asset Management reported no remaining Unitil position as of Q2 2025 after selling out during the quarter.
  • Moloney Securities Asset Management sold 6,861 Unitil shares in Q2 2025, an estimated $396K.
  • Moloney Securities Asset Management first reported a position in Unitil in Q1 2025 and held it in 1 quarter.
  • Moloney Securities Asset Management's Unitil position peaked at $396K in Q1 2025.
  • 220 funds tracked by Wall St. Rank held Unitil as of Q2 2025.

Based on Moloney Securities Asset Management's 13F filing for Q2 2025, filed 31 Jul 2025.