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North Star Investment Management’s Unitil UTL Stock Holding History

North Star Investment 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
2026
Q2 		$1.77M Hold
33,500
– – 0.1% 195
2026
Q1 		$1.75M Hold
33,500
– – 0.11% 187
2025
Q4 		$1.62M Hold
33,500
– – 0.1% 181
2025
Q3 		$1.6M Hold
33,500
– – 0.1% 183
2025
Q2 		$1.75M Hold
33,500
– – 0.12% 166
2025
Q1 		$1.93M Hold
33,500
– – 0.14% 153
2024
Q4 		$1.82M Hold
33,500
– – 0.13% 158
2024
Q3 		$2.03M Hold
33,500
– – 0.14% 151
2024
Q2 		$1.73M Hold
33,500
– – 0.13% 168
2024
Q1 		$1.75M Hold
33,500
– – 0.13% 174
2023
Q4 		$1.76M Sell
33,500
-110
-0.3% -$5.32K 0.14% 162
2023
Q3 		$1.44M Buy
33,610
+13,090
+64% +$641K 0.12% 180
2023
Q2 		$1.04M Sell
20,520
-55
-0.3% -$3.05K 0.08% 229
2023
Q1 		$1.17M Hold
20,575
– – 0.1% 216
2022
Q4 		$1.06M Hold
20,575
– – 0.09% 214
2022
Q3 		$956K Hold
20,575
– – 0.09% 204
2022
Q2 		$1.21M Hold
20,575
– – 0.11% 188
2022
Q1 		$1.03M Hold
20,575
– – 0.08% 217
2021
Q4 		$946K Hold
20,575
– – 0.07% 235
2021
Q3 		$880K Hold
20,575
– – 0.07% 234
2021
Q2 		$1.09M Hold
20,575
– – 0.09% 209
2021
Q1 		$940K Buy
20,575
+4,000
+24% +$175K 0.09% 218
2020
Q4 		$734K Hold
16,575
– – 0.08% 227
2020
Q3 		$640K Buy
16,575
+3,050
+23% +$128K 0.08% 217
2020
Q2 		$606K Buy
+13,525
New +$661K 0.08% 215
2015
Q1 		– Sell
-23,450
Closed -$860K – 805
2014
Q4 		$860K Hold
23,450
– – 0.16% 154
2014
Q3 		$729K Buy
23,450
+2,625
+13% +$84.8K 0.15% 166
2014
Q2 		$705K Hold
20,825
– – 0.14% 168
2014
Q1 		$684K Buy
20,825
+4,000
+24% +$124K 0.14% 160
2013
Q4 		$513K Hold
16,825
– – 0.11% 202
2013
Q3 		$492K Buy
16,825
+2,425
+17% +$71.5K 0.13% 185
2013
Q2 		$416K Buy
+14,400
New +$419K 0.11% 190

Other funds holding UTL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

North Star Investment Management's UTL Position: Q2 2026 in Review

North Star Investment Management held its Unitil (UTL) position steady in Q2 2026 at 33,500 shares worth $1.77M. The position accounts for 0.1% of the portfolio, ranked #195.

North Star Investment Management first reported a position in UTL in Q2 2013 and has held it in 32 quarters since. The position peaked at $2.03M in Q3 2024. 243 funds tracked by Wall St. Rank hold UTL as of Q2 2026.

  • North Star Investment Management held 33,500 shares of Unitil worth $1.77M as of Q2 2026.
  • North Star Investment Management left its Unitil share count unchanged in Q2 2026.
  • Unitil made up 0.1% of North Star Investment Management's portfolio in Q2 2026, its #195 holding.
  • North Star Investment Management first reported a position in Unitil in Q2 2013 and has held it in 32 quarters since.
  • North Star Investment Management's Unitil position peaked at $2.03M in Q3 2024.
  • 243 funds tracked by Wall St. Rank held Unitil as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.