Signature Wealth Management Partners’s Unitil UTL Stock Holding History

Signature Wealth Management 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 Q2	$310K	Hold	5,876	–	–	0.14%	93
2026 Q1	$307K	Hold	5,876	–	–	0.15%	93
2025 Q4	$285K	Hold	5,876	–	–	0.14%	94
2025 Q3	$281K	Hold	5,876	–	–	0.15%	91
2025 Q2	$306K	Hold	5,876	–	–	0.18%	78
2025 Q1	$339K	Hold	5,876	–	–	0.22%	76
2024 Q4	$318K	Hold	5,876	–	–	0.22%	78
2024 Q3	$356K	Hold	5,876	–	–	0.26%	72
2024 Q2	$304K	Hold	5,876	–	–	0.23%	78
2024 Q1	$308K	Hold	5,876	–	–	0.25%	77
2023 Q4	$309K	Hold	5,876	–	–	0.27%	75
2023 Q3	$251K	Hold	5,876	–	–	0.25%	80
2023 Q2	$298K	Hold	5,876	–	–	0.28%	70
2023 Q1	$335K	Hold	5,876	–	–	0.31%	71
2022 Q4	$302K	Hold	5,876	–	–	0.3%	75
2022 Q3	$273K	Sell	5,876 -1	-0%	-$54	0.3%	75
2022 Q2	$345K	Hold	5,877	–	–	0.35%	70
2022 Q1	$293K	Hold	5,877	–	–	0.25%	84
2021 Q4	$270K	Hold	5,877	–	–	0.23%	89
2021 Q3	$251K	Hold	5,877	–	–	0.23%	92
2021 Q2	$311K	Hold	5,877	–	–	0.28%	81
2021 Q1	$269K	Hold	5,877	–	–	0.26%	82
2020 Q4	$260K	Buy	+5,877	New	+$234K	0.26%	78

Other funds holding UTL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Signature Wealth Management Partners's UTL Position: Q2 2026 in Review

Signature Wealth Management Partners held its Unitil (UTL) position steady in Q2 2026 at 5,876 shares worth $310K. The position accounts for 0.14% of the portfolio, ranked #93.

Signature Wealth Management Partners first reported a position in UTL in Q4 2020 and has held it in 23 quarters since. The position peaked at $356K in Q3 2024. 245 funds tracked by Wall St. Rank hold UTL as of Q2 2026.

Signature Wealth Management Partners held 5,876 shares of Unitil worth $310K as of Q2 2026.
Signature Wealth Management Partners left its Unitil share count unchanged in Q2 2026.
Unitil made up 0.14% of Signature Wealth Management Partners's portfolio in Q2 2026, its #93 holding.
Signature Wealth Management Partners first reported a position in Unitil in Q4 2020 and has held it in 23 quarters since.
Signature Wealth Management Partners's Unitil position peaked at $356K in Q3 2024.
245 funds tracked by Wall St. Rank held Unitil as of Q2 2026.

Based on Signature Wealth Management Partners's 13F filing for Q2 2026, filed 29 Jul 2026.