Sachetta’s Unitil UTL Stock Holding History

Sachetta’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	$2K	Hold	38	–	–	﹤0.01%	834
2026 Q1	$1.99K	Hold	38	–	–	﹤0.01%	904
2025 Q4	$1.84K	Hold	38	–	–	﹤0.01%	801
2025 Q3	$1.82K	Hold	38	–	–	﹤0.01%	848
2025 Q2	$1.98K	Hold	38	–	–	﹤0.01%	812
2025 Q1	$2.19K	Hold	38	–	–	﹤0.01%	771
2024 Q4	$2.06K	Hold	38	–	–	﹤0.01%	826
2024 Q3	$2.3K	Hold	38	–	–	﹤0.01%	837
2024 Q2	$2.33K	Hold	38	–	–	﹤0.01%	785
2024 Q1	$2K	Hold	38	–	–	﹤0.01%	733
2023 Q4	$2K	Buy	+38	New	+$1.84K	﹤0.01%	733

Other funds holding UTL

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Piscataqua Savings Bank Portsmouth, New Hampshire $148M AUM 32.61% 1-Year Est. Return