Sterling Capital Management
UTL icon

Sterling Capital Management’s Unitil UTL Stock Holding History

Sterling Capital 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 		$281K Sell
5,324
-224
-4% -$11.6K ﹤0.01% 1104
2026
Q1 		$290K Buy
5,548
+4,525
+442% +$232K 0.01% 1002
2025
Q4 		$49.6K Sell
1,023
-89
-8% -$4.33K ﹤0.01% 1808
2025
Q3 		$53.2K Buy
1,112
+684
+160% +$33.4K ﹤0.01% 1731
2025
Q2 		$22.3K Buy
428
+153
+56% +$8.48K ﹤0.01% 1753
2025
Q1 		$15.9K Sell
275
-237
-46% -$13K ﹤0.01% 1727
2024
Q4 		$27.7K Buy
512
+455
+798% +$26.4K ﹤0.01% 1777
2024
Q3 		$3.45K Buy
+57
New +$3.33K ﹤0.01% 1920
2019
Q1 		– Sell
-15,093
Closed -$764K – 891
2018
Q4 		$764K Buy
+15,093
New +$752K 0.01% 639

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 $3.38T AUM 44.17% 1-Year Est. Return
Frontier Capital Management
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

Sterling Capital Management's UTL Position: Q2 2026 in Review

Sterling Capital Management reduced its Unitil (UTL) stake by 4% in Q2 2026, selling an estimated $11.6K and leaving 5,324 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #1104.

Sterling Capital Management first reported a position in UTL in Q4 2018 and has held it in 9 quarters since. The position peaked at $764K in Q4 2018. 245 funds tracked by Wall St. Rank hold UTL as of Q2 2026.

  • Sterling Capital Management held 5,324 shares of Unitil worth $281K as of Q2 2026.
  • Sterling Capital Management sold 224 Unitil shares in Q2 2026, an estimated $11.6K.
  • Unitil made up ﹤0.01% of Sterling Capital Management's portfolio in Q2 2026, its #1104 holding.
  • Sterling Capital Management first reported a position in Unitil in Q4 2018 and has held it in 9 quarters since.
  • Sterling Capital Management's Unitil position peaked at $764K in Q4 2018.
  • 245 funds tracked by Wall St. Rank held Unitil as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.