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GUT

Root Financial Partners’s Gabelli Utility Trust GUT Stock Holding History

Root Financial Partners’s Portfolio GUT Stock Details GUT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,332
Closed -$8.06K – 1573
2026
Q1 		$8.06K Hold
1,332
– – ﹤0.01% 1764
2025
Q4 		$8.03K Sell
1,332
-27
-2% -$162 ﹤0.01% 1596
2025
Q3 		$8.25K Buy
+1,359
New +$8.18K ﹤0.01% 1529

Other funds holding GUT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PGWA
Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Root Financial Partners's GUT Position: Q2 2026 in Review

Root Financial Partners sold out of Gabelli Utility Trust (GUT) in Q2 2026, closing a stake of 1,332 shares — an estimated $8.06K sold.

Root Financial Partners first reported a position in GUT in Q3 2025 and held it in 3 quarters. The position peaked at $8.25K in Q3 2025. 98 funds tracked by Wall St. Rank hold GUT as of Q2 2026.

  • Root Financial Partners reported no remaining Gabelli Utility Trust position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,332 Gabelli Utility Trust shares in Q2 2026, an estimated $8.06K.
  • Root Financial Partners first reported a position in Gabelli Utility Trust in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Gabelli Utility Trust position peaked at $8.25K in Q3 2025.
  • 98 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.