Physician Wealth Advisors’s Unitil UTL Stock Holding History

Physician Wealth 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
2026 Q2	$1.63K	Buy	31 +10	+48%	+$519	﹤0.01%	1594
2026 Q1	$1.1K	Hold	21	–	–	﹤0.01%	1628
2025 Q4	$1.02K	Sell	21 -4	-16%	-$195	﹤0.01%	1615
2025 Q3	$1.2K	Buy	+25	New	+$1.22K	﹤0.01%	1470

Other funds holding UTL

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Physician Wealth Advisors's UTL Position: Q2 2026 in Review

Physician Wealth Advisors increased its Unitil (UTL) stake by 48% in Q2 2026, buying an estimated $519 and bringing the position to 31 shares worth $1.63K. The position accounts for ﹤0.01% of the portfolio, ranked #1594.

Physician Wealth Advisors first reported a position in UTL in Q3 2025 and has held it in 4 quarters since. 34 funds tracked by Wall St. Rank hold UTL as of Q2 2026.

Physician Wealth Advisors held 31 shares of Unitil worth $1.63K as of Q2 2026.
Physician Wealth Advisors bought 10 Unitil shares in Q2 2026, an estimated $519.
Unitil made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1594 holding.
Physician Wealth Advisors first reported a position in Unitil in Q3 2025 and has held it in 4 quarters since.
34 funds tracked by Wall St. Rank held Unitil as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.