TD Private Client Wealth’s Unitil UTL Stock Holding History

TD Private Client Wealth’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	$4.48K	Hold	85	–	–	﹤0.01%	1237
2026 Q1	$4.44K	Buy	+85	New	+$4.35K	﹤0.01%	1186

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

TD Private Client Wealth's UTL Position: Q2 2026 in Review

TD Private Client Wealth held its Unitil (UTL) position steady in Q2 2026 at 85 shares worth $4.48K. The position accounts for ﹤0.01% of the portfolio, ranked #1237.

TD Private Client Wealth first reported a position in UTL in Q1 2026 and has held it in 2 quarters since. 243 funds tracked by Wall St. Rank hold UTL as of Q2 2026.

TD Private Client Wealth held 85 shares of Unitil worth $4.48K as of Q2 2026.
TD Private Client Wealth left its Unitil share count unchanged in Q2 2026.
Unitil made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #1237 holding.
TD Private Client Wealth first reported a position in Unitil in Q1 2026 and has held it in 2 quarters since.
243 funds tracked by Wall St. Rank held Unitil as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.