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Salomon & Ludwin’s Unitil UTL Stock Holding History

Salomon & Ludwin’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 		$19.7K Hold
376
– – ﹤0.01% 1156
2026
Q1 		$20.2K Buy
376
+177
+89% +$9.07K ﹤0.01% 1076
2025
Q4 		$9.71K Hold
199
– – ﹤0.01% 1458
2025
Q3 		$9.31K Buy
+199
New +$9.71K ﹤0.01% 1364

Other funds holding UTL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Salomon & Ludwin's UTL Position: Q2 2026 in Review

Salomon & Ludwin held its Unitil (UTL) position steady in Q2 2026 at 376 shares worth $19.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1156.

Salomon & Ludwin first reported a position in UTL in Q3 2025 and has held it in 4 quarters since. The position peaked at $20.2K in Q1 2026. 243 funds tracked by Wall St. Rank hold UTL as of Q2 2026.

  • Salomon & Ludwin held 376 shares of Unitil worth $19.7K as of Q2 2026.
  • Salomon & Ludwin left its Unitil share count unchanged in Q2 2026.
  • Unitil made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #1156 holding.
  • Salomon & Ludwin first reported a position in Unitil in Q3 2025 and has held it in 4 quarters since.
  • Salomon & Ludwin's Unitil position peaked at $20.2K in Q1 2026.
  • 243 funds tracked by Wall St. Rank held Unitil as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.