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Transamerica Financial Advisors’s Unitil UTL Stock Holding History

Transamerica Financial Advisors’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 		– Sell
-2
Closed -$97 – 2096
2025
Q4 		$97 Buy
+2
New +$97 ﹤0.01% 1668

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Transamerica Financial Advisors's UTL Position: Q1 2026 in Review

Transamerica Financial Advisors sold out of Unitil (UTL) in Q1 2026, closing a stake of 2 shares — an estimated $97 sold.

Transamerica Financial Advisors first reported a position in UTL in Q4 2025 and held it in 1 quarter. The position peaked at $97 in Q4 2025. 238 funds tracked by Wall St. Rank hold UTL as of Q1 2026.

  • Transamerica Financial Advisors reported no remaining Unitil position as of Q1 2026 after selling out during the quarter.
  • Transamerica Financial Advisors sold 2 Unitil shares in Q1 2026, an estimated $97.
  • Transamerica Financial Advisors first reported a position in Unitil in Q4 2025 and held it in 1 quarter.
  • Transamerica Financial Advisors's Unitil position peaked at $97 in Q4 2025.
  • 238 funds tracked by Wall St. Rank held Unitil as of Q1 2026.

Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.