Smartleaf Asset Management’s Unitil UTL Stock Holding History

Smartleaf Asset Management’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	$13.1K	Hold	246	–	–	﹤0.01%	2246
2026 Q1	$13.1K	Sell	246 -4	-2%	-$205	﹤0.01%	2188
2025 Q4	$12.2K	Buy	250 +182	+268%	+$8.86K	﹤0.01%	2301
2025 Q3	$3.22K	Buy	68 +1	+1%	+$49	﹤0.01%	2491
2025 Q2	$3.51K	Sell	67 -11	-14%	-$610	﹤0.01%	2162
2025 Q1	$4.51K	Sell	78 -44	-36%	-$2.42K	﹤0.01%	2225
2024 Q4	$6.57K	Buy	122 +69	+130%	+$4K	﹤0.01%	2152
2024 Q3	$3.16K	Sell	53 -23	-30%	-$1.34K	﹤0.01%	2314
2024 Q2	$3.91K	Buy	+76	New	+$3.91K	﹤0.01%	1920

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

Smartleaf Asset Management's UTL Position: Q2 2026 in Review

Smartleaf Asset Management held its Unitil (UTL) position steady in Q2 2026 at 246 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2246.

Smartleaf Asset Management first reported a position in UTL in Q2 2024 and has held it in 9 quarters since. The position peaked at $13.1K in Q1 2026. 243 funds tracked by Wall St. Rank hold UTL as of Q2 2026.

Smartleaf Asset Management held 246 shares of Unitil worth $13.1K as of Q2 2026.
Smartleaf Asset Management left its Unitil share count unchanged in Q2 2026.
Unitil made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #2246 holding.
Smartleaf Asset Management first reported a position in Unitil in Q2 2024 and has held it in 9 quarters since.
Smartleaf Asset Management's Unitil position peaked at $13.1K in Q1 2026.
243 funds tracked by Wall St. Rank held Unitil as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.