Root Financial Partners’s Unitil UTL Stock Holding History

Root Financial Partners’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	–	Sell	-34	Closed	-$1.78K	–	3050
2026 Q1	$1.78K	Buy	+34	New	+$1.74K	﹤0.01%	2366

Other funds holding UTL

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Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Root Financial Partners sold out of Unitil (UTL) in Q2 2026, closing a stake of 34 shares — an estimated $1.78K sold.

Root Financial Partners first reported a position in UTL in Q1 2026 and held it in 1 quarter. The position peaked at $1.78K in Q1 2026. 245 funds tracked by Wall St. Rank hold UTL as of Q2 2026.

Root Financial Partners reported no remaining Unitil position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 34 Unitil shares in Q2 2026, an estimated $1.78K.
Root Financial Partners first reported a position in Unitil in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Unitil position peaked at $1.78K in Q1 2026.
245 funds tracked by Wall St. Rank held Unitil as of Q2 2026.

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