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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
Q2 		$1.05K Buy
20
+10
+100% +$519 ﹤0.01% 1357
2026
Q1 		$523 Hold
10
– – ﹤0.01% 1344
2025
Q4 		$485 Buy
+10
New +$487 ﹤0.01% 1291

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

Rialto Wealth Management's UTL Position: Q2 2026 in Review

Rialto Wealth Management increased its Unitil (UTL) stake by 100% in Q2 2026, buying an estimated $519 and bringing the position to 20 shares worth $1.05K. The position accounts for ﹤0.01% of the portfolio, ranked #1357.

Rialto Wealth Management first reported a position in UTL in Q4 2025 and has held it in 3 quarters since. 245 funds tracked by Wall St. Rank hold UTL as of Q2 2026.

  • Rialto Wealth Management held 20 shares of Unitil worth $1.05K as of Q2 2026.
  • Rialto Wealth Management bought 10 Unitil shares in Q2 2026, an estimated $519.
  • Unitil made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1357 holding.
  • Rialto Wealth Management first reported a position in Unitil in Q4 2025 and has held it in 3 quarters since.
  • 245 funds tracked by Wall St. Rank held Unitil as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.