Steward Partners Investment Advisory’s Unitil UTL Stock Holding History

Steward Partners Investment Advisory’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	$11K	Hold	209	–	–	﹤0.01%	3688
2026 Q1	$10.9K	Hold	209	–	–	﹤0.01%	3516
2025 Q4	$10.1K	Sell	209 -250	-54%	-$12.2K	﹤0.01%	3441
2025 Q3	$22K	Hold	459	–	–	﹤0.01%	3051
2025 Q2	$23.9K	Buy	459 +209	+84%	+$11.6K	﹤0.01%	2835
2025 Q1	$14.4K	Hold	250	–	–	﹤0.01%	2939
2024 Q4	$13.5K	Hold	250	–	–	﹤0.01%	2964
2024 Q3	$15.1K	Hold	250	–	–	﹤0.01%	2774
2024 Q2	$12.9K	Hold	250	–	–	﹤0.01%	2712
2024 Q1	$13.1K	Hold	250	–	–	﹤0.01%	2708
2023 Q4	$13.1K	Hold	250	–	–	﹤0.01%	2589
2023 Q3	$10.7K	Sell	250 -6	-2%	-$294	﹤0.01%	2576
2023 Q2	$13K	Hold	256	–	–	﹤0.01%	2484
2023 Q1	$14.6K	Hold	256	–	–	﹤0.01%	2387
2022 Q4	$13.1K	Hold	256	–	–	﹤0.01%	2442
2022 Q3	$12K	Hold	256	–	–	﹤0.01%	2459
2022 Q2	$15K	Hold	256	–	–	﹤0.01%	2358
2022 Q1	$13K	Hold	256	–	–	﹤0.01%	2566
2021 Q4	$12K	Hold	256	–	–	﹤0.01%	2541
2021 Q3	$11K	Hold	256	–	–	﹤0.01%	2579
2021 Q2	$14K	Hold	256	–	–	﹤0.01%	5623
2021 Q1	$11.7K	Hold	256	–	–	﹤0.01%	2718
2020 Q4	$11K	Hold	256	–	–	﹤0.01%	2291
2020 Q3	$10K	Hold	256	–	–	﹤0.01%	2154
2020 Q2	$11K	Hold	256	–	–	﹤0.01%	2018
2020 Q1	$13K	Hold	256	–	–	﹤0.01%	1770
2019 Q4	$15K	Hold	256	–	–	﹤0.01%	1872
2019 Q3	$16K	Hold	256	–	–	﹤0.01%	1814
2019 Q2	$15K	Buy	+256	New	+$14.6K	﹤0.01%	1820
2018 Q4	–	Sell	-250	Closed	-$13K	–	2095
2018 Q3	$13K	Hold	250	–	–	﹤0.01%	1778
2018 Q2	$13K	Buy	+250	New	+$12K	﹤0.01%	1657

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

Steward Partners Investment Advisory's UTL Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Unitil (UTL) position steady in Q2 2026 at 209 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #3688.

Steward Partners Investment Advisory first reported a position in UTL in Q2 2018 and has held it in 31 quarters since. The position peaked at $23.9K in Q2 2025. 243 funds tracked by Wall St. Rank hold UTL as of Q2 2026.

Steward Partners Investment Advisory held 209 shares of Unitil worth $11K as of Q2 2026.
Steward Partners Investment Advisory left its Unitil share count unchanged in Q2 2026.
Unitil made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3688 holding.
Steward Partners Investment Advisory first reported a position in Unitil in Q2 2018 and has held it in 31 quarters since.
Steward Partners Investment Advisory's Unitil position peaked at $23.9K in Q2 2025.
243 funds tracked by Wall St. Rank held Unitil as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.