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Plante Moran Financial Advisors’s Unitil UTL Stock Holding History

Plante Moran Financial 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 		$474 Buy
+9
New +$467 ﹤0.01% 1140
2016
Q4 		– Sell
-60
Closed -$2K – 1041
2016
Q3 		$2K Hold
60
– – ﹤0.01% 861
2016
Q2 		$3K Buy
60
+10
+20% +$406 ﹤0.01% 750
2016
Q1 		$2K Buy
+50
New +$1.95K ﹤0.01% 757

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Frontier Capital Management
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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

Plante Moran Financial Advisors's UTL Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Unitil (UTL) in Q2 2026: 9 shares worth $474. The stake represents ﹤0.01% of the portfolio and ranks #1140 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in UTL as recently as Q3 2016.

Plante Moran Financial Advisors first reported a position in UTL in Q1 2016 and has held it in 4 quarters since. The position peaked at $3K in Q2 2016. 245 funds tracked by Wall St. Rank hold UTL as of Q2 2026.

  • Plante Moran Financial Advisors held 9 shares of Unitil worth $474 as of Q2 2026.
  • Unitil was a new Plante Moran Financial Advisors position in Q2 2026.
  • Unitil made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1140 holding.
  • Plante Moran Financial Advisors first reported a position in Unitil in Q1 2016 and has held it in 4 quarters since.
  • Plante Moran Financial Advisors's Unitil position peaked at $3K in Q2 2016.
  • 245 funds tracked by Wall St. Rank held Unitil as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.