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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
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)
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pinnacle Wealth Planning Services's UTL Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Unitil (UTL) stake by 4.7% in Q1 2026, buying an estimated $2K and bringing the position to 864 shares worth $45.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1259.

Pinnacle Wealth Planning Services first reported a position in UTL in Q4 2020 and has held it in 3 quarters since. 238 funds tracked by Wall St. Rank hold UTL as of Q1 2026.

  • Pinnacle Wealth Planning Services held 864 shares of Unitil worth $45.1K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 39 Unitil shares in Q1 2026, an estimated $2K.
  • Unitil made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1259 holding.
  • Pinnacle Wealth Planning Services first reported a position in Unitil in Q4 2020 and has held it in 3 quarters since.
  • 238 funds tracked by Wall St. Rank held Unitil as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.