Rise Advisors’s Unitil UTL Stock Holding History

Rise 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
2025 Q4	–	Sell	-288	Closed	-$13.8K	–	1364
2025 Q3	$13.8K	Hold	288	–	–	﹤0.01%	809
2025 Q2	$15K	Hold	288	–	–	0.01%	723
2025 Q1	$16.6K	Buy	+288	New	+$15.8K	0.01%	623

Other funds holding UTL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Rise Advisors's UTL Position: Q4 2025 in Review

Rise Advisors sold out of Unitil (UTL) in Q4 2025, closing a stake of 288 shares — an estimated $13.8K sold.

Rise Advisors first reported a position in UTL in Q1 2025 and held it in 3 quarters. The position peaked at $16.6K in Q1 2025. 217 funds tracked by Wall St. Rank hold UTL as of Q4 2025.

Rise Advisors reported no remaining Unitil position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 288 Unitil shares in Q4 2025, an estimated $13.8K.
Rise Advisors first reported a position in Unitil in Q1 2025 and held it in 3 quarters.
Rise Advisors's Unitil position peaked at $16.6K in Q1 2025.
217 funds tracked by Wall St. Rank held Unitil as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.