RIL
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Rothschild Investment LLC’s Unitil UTL Stock Holding History

Rothschild Investment LLC’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 		$6.74K Buy
128
+74
+137% +$3.84K ﹤0.01% 2108
2026
Q1 		$2.82K Buy
54
+7
+15% +$359 ﹤0.01% 2371
2025
Q4 		$2.28K Buy
47
+22
+88% +$1.07K ﹤0.01% 2298
2025
Q3 		$1.2K Buy
25
+5
+25% +$244 ﹤0.01% 2511
2025
Q2 		$1.04K Hold
20
– – ﹤0.01% 2448
2025
Q1 		$1.15K Sell
20
-5
-20% -$275 ﹤0.01% 2260
2024
Q4 		$1.35K Buy
25
+15
+150% +$870 ﹤0.01% 2038
2024
Q3 		$606 Buy
+10
New +$584 ﹤0.01% 2414

Other funds holding UTL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Rothschild Investment LLC's UTL Position: Q2 2026 in Review

Rothschild Investment LLC increased its Unitil (UTL) stake by 137% in Q2 2026, buying an estimated $3.84K and bringing the position to 128 shares worth $6.74K. The position accounts for ﹤0.01% of the portfolio, ranked #2108.

Rothschild Investment LLC first reported a position in UTL in Q3 2024 and has held it in 8 quarters since. 99 funds tracked by Wall St. Rank hold UTL as of Q2 2026.

  • Rothschild Investment LLC held 128 shares of Unitil worth $6.74K as of Q2 2026.
  • Rothschild Investment LLC bought 74 Unitil shares in Q2 2026, an estimated $3.84K.
  • Unitil made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2108 holding.
  • Rothschild Investment LLC first reported a position in Unitil in Q3 2024 and has held it in 8 quarters since.
  • 99 funds tracked by Wall St. Rank held Unitil as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.