Sunbelt Securities’s Unitil UTL Stock Holding History

Sunbelt Securities’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 Q1	$104	Hold	2	–	–	﹤0.01%	2646
2025 Q4	$97	Buy	+2	New	+$97	﹤0.01%	2553

Other funds holding UTL

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

FCM

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Sunbelt Securities's UTL Position: Q1 2026 in Review

Sunbelt Securities held its Unitil (UTL) position steady in Q1 2026 at 2 shares worth $104. The position accounts for ﹤0.01% of the portfolio, ranked #2646.

Sunbelt Securities first reported a position in UTL in Q4 2025 and has held it in 2 quarters since. 238 funds tracked by Wall St. Rank hold UTL as of Q1 2026.

Sunbelt Securities held 2 shares of Unitil worth $104 as of Q1 2026.
Sunbelt Securities left its Unitil share count unchanged in Q1 2026.
Unitil made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2646 holding.
Sunbelt Securities first reported a position in Unitil in Q4 2025 and has held it in 2 quarters since.
238 funds tracked by Wall St. Rank held Unitil as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.