Physician Wealth Advisors
UTL icon

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
Q3 		$2.34K Buy
46
+15
+48% +$801 ﹤0.01% 1493
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Heartland Advisors
Heartland Advisors Milwaukee, Wisconsin $2.08B AUM 27.45% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Physician Wealth Advisors's UTL Position: Q3 2026 in Review

Physician Wealth Advisors increased its Unitil (UTL) stake by 48% in Q3 2026, buying an estimated $801 and bringing the position to 46 shares worth $2.34K. The position accounts for ﹤0.01% of the portfolio, ranked #1493.

Physician Wealth Advisors first reported a position in UTL in Q3 2025 and has held it in 5 quarters since. 138 funds tracked by Wall St. Rank hold UTL as of Q3 2026.

  • Physician Wealth Advisors held 46 shares of Unitil worth $2.34K as of Q3 2026.
  • Physician Wealth Advisors bought 15 Unitil shares in Q3 2026, an estimated $801.
  • Unitil made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1493 holding.
  • Physician Wealth Advisors first reported a position in Unitil in Q3 2025 and has held it in 5 quarters since.
  • 138 funds tracked by Wall St. Rank held Unitil as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.