Raymond James Financial
UTL icon

Raymond James Financial’s Unitil UTL Stock Holding History

Raymond James Financial’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 		$1.75M Sell
33,291
-82
-0.2% -$4.25K ﹤0.01% 3587
2026
Q1 		$1.74M Buy
33,373
+715
+2% +$36.6K ﹤0.01% 3457
2025
Q4 		$1.58M Sell
32,658
-11,494
-26% -$559K ﹤0.01% 3457
2025
Q3 		$2.11M Buy
44,152
+1,118
+3% +$54.6K ﹤0.01% 3136
2025
Q2 		$2.24M Buy
43,034
+3,104
+8% +$172K ﹤0.01% 2990
2025
Q1 		$2.3M Buy
39,930
+1,501
+4% +$82.6K ﹤0.01% 2889
2024
Q4 		$2.08M Buy
+38,429
New +$2.23M ﹤0.01% 2943

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 $3.38T AUM 44.17% 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

Raymond James Financial's UTL Position: Q2 2026 in Review

Raymond James Financial reduced its Unitil (UTL) stake by 0.25% in Q2 2026, selling an estimated $4.25K and leaving 33,291 shares worth $1.75M. The position accounts for ﹤0.01% of the portfolio, ranked #3587.

Raymond James Financial first reported a position in UTL in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.3M in Q1 2025. 245 funds tracked by Wall St. Rank hold UTL as of Q2 2026.

  • Raymond James Financial held 33,291 shares of Unitil worth $1.75M as of Q2 2026.
  • Raymond James Financial sold 82 Unitil shares in Q2 2026, an estimated $4.25K.
  • Unitil made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3587 holding.
  • Raymond James Financial first reported a position in Unitil in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Unitil position peaked at $2.3M in Q1 2025.
  • 245 funds tracked by Wall St. Rank held Unitil as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.