Rialto Wealth Management’s Unitil UTL Stock Holding History

Rialto Wealth Management’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	$523	Hold	10	–	–	﹤0.01%	1344
2025 Q4	$485	Buy	+10	New	+$487	﹤0.01%	1291

Other funds holding UTL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Rialto Wealth Management's UTL Position: Q1 2026 in Review

Rialto Wealth Management held its Unitil (UTL) position steady in Q1 2026 at 10 shares worth $523. The position accounts for ﹤0.01% of the portfolio, ranked #1344.

Rialto Wealth Management first reported a position in UTL in Q4 2025 and has held it in 2 quarters since. 238 funds tracked by Wall St. Rank hold UTL as of Q1 2026.

Rialto Wealth Management held 10 shares of Unitil worth $523 as of Q1 2026.
Rialto Wealth Management left its Unitil share count unchanged in Q1 2026.
Unitil made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #1344 holding.
Rialto Wealth Management first reported a position in Unitil in Q4 2025 and has held it in 2 quarters since.
238 funds tracked by Wall St. Rank held Unitil as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.