Root Financial Partners
UTL icon

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
Q3 		$3.25K Buy
+64
New +$3.42K ﹤0.01% 2410
2026
Q2 		– Sell
-34
Closed -$1.78K – 3050
2026
Q1 		$1.78K Buy
+34
New +$1.74K ﹤0.01% 2366

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Root Financial Partners's UTL Position: Q3 2026 in Review

Root Financial Partners opened a new position in Unitil (UTL) in Q3 2026: 64 shares worth $3.25K. The stake represents ﹤0.01% of the portfolio and ranks #2410 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in UTL as recently as Q1 2026.

Root Financial Partners first reported a position in UTL in Q1 2026 and has held it in 2 quarters since. 197 funds tracked by Wall St. Rank hold UTL as of Q3 2026.

  • Root Financial Partners held 64 shares of Unitil worth $3.25K as of Q3 2026.
  • Unitil was a new Root Financial Partners position in Q3 2026.
  • Unitil made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2410 holding.
  • Root Financial Partners first reported a position in Unitil in Q1 2026 and has held it in 2 quarters since.
  • 197 funds tracked by Wall St. Rank held Unitil as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.