Stephens Consulting’s Unitil UTL Stock Holding History

Stephens Consulting’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
2025 Q2	–	Sell	-10	Closed	-$577	–	1981
2025 Q1	$577	Buy	+10	New	+$550	﹤0.01%	895

Other funds holding UTL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Stephens Consulting's UTL Position: Q2 2025 in Review

Stephens Consulting sold out of Unitil (UTL) in Q2 2025, closing a stake of 10 shares — an estimated $577 sold.

Stephens Consulting first reported a position in UTL in Q1 2025 and held it in 1 quarter. The position peaked at $577 in Q1 2025. 220 funds tracked by Wall St. Rank hold UTL as of Q2 2025.

Stephens Consulting reported no remaining Unitil position as of Q2 2025 after selling out during the quarter.
Stephens Consulting sold 10 Unitil shares in Q2 2025, an estimated $577.
Stephens Consulting first reported a position in Unitil in Q1 2025 and held it in 1 quarter.
Stephens Consulting's Unitil position peaked at $577 in Q1 2025.
220 funds tracked by Wall St. Rank held Unitil as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.