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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
Q1 		$1.78K Buy
+34
New +$1.74K ﹤0.01% 2366

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Root Financial Partners's UTL Position: Q1 2026 in Review

Root Financial Partners opened a new position in Unitil (UTL) in Q1 2026: 34 shares worth $1.78K. The stake represents ﹤0.01% of the portfolio and ranks #2366 among its holdings.

238 funds tracked by Wall St. Rank hold UTL as of Q1 2026.

  • Root Financial Partners held 34 shares of Unitil worth $1.78K as of Q1 2026.
  • Unitil was a new Root Financial Partners position in Q1 2026.
  • Unitil made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2366 holding.
  • 238 funds tracked by Wall St. Rank held Unitil as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.