Optima Capital’s Unitil UTL Stock Holding History

Optima Capital’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 Q1	–	Sell	-1	Closed	-$48	–	1240
2025 Q4	$48	Buy	+1	New	+$49	﹤0.01%	1395

Other funds holding UTL

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

FCM

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Optima Capital's UTL Position: Q1 2026 in Review

Optima Capital sold out of Unitil (UTL) in Q1 2026, closing a stake of 1 share — an estimated $48 sold.

Optima Capital first reported a position in UTL in Q4 2025 and held it in 1 quarter. The position peaked at $48 in Q4 2025. 238 funds tracked by Wall St. Rank hold UTL as of Q1 2026.

Optima Capital reported no remaining Unitil position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 1 Unitil share in Q1 2026, an estimated $48.
Optima Capital first reported a position in Unitil in Q4 2025 and held it in 1 quarter.
Optima Capital's Unitil position peaked at $48 in Q4 2025.
238 funds tracked by Wall St. Rank held Unitil as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.