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Pinnacle Wealth Planning Services’s Unitil UTL Stock Holding History

Pinnacle Wealth Planning Services’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 		$44.6K Sell
847
-17
-2% -$882 ﹤0.01% 1356
2026
Q1 		$45.1K Buy
864
+39
+5% +$2K ﹤0.01% 1259
2025
Q4 		$40K Buy
+825
New +$40.1K ﹤0.01% 1360
2021
Q1 		– Sell
-121
Closed -$5K – 1863
2020
Q4 		$5K Buy
+121
New +$4.83K ﹤0.01% 1689

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

Pinnacle Wealth Planning Services's UTL Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Unitil (UTL) stake by 2% in Q2 2026, selling an estimated $882 and leaving 847 shares worth $44.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1356.

Pinnacle Wealth Planning Services first reported a position in UTL in Q4 2020 and has held it in 4 quarters since. The position peaked at $45.1K in Q1 2026. 245 funds tracked by Wall St. Rank hold UTL as of Q2 2026.

  • Pinnacle Wealth Planning Services held 847 shares of Unitil worth $44.6K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 17 Unitil shares in Q2 2026, an estimated $882.
  • Unitil made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1356 holding.
  • Pinnacle Wealth Planning Services first reported a position in Unitil in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Unitil position peaked at $45.1K in Q1 2026.
  • 245 funds tracked by Wall St. Rank held Unitil as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.