TWD
UTL icon

True Wealth Design’s Unitil UTL Stock Holding History

True Wealth Design’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
Q3 		$3.4K Buy
67
+5
+8% +$267 ﹤0.01% 1484
2026
Q2 		$3.27K Buy
+62
New +$3.22K ﹤0.01% 1505
2025
Q1 		– Sell
-7
Closed -$380 – 2685
2024
Q4 		$380 Buy
+7
New +$406 ﹤0.01% 1136

Other funds holding UTL

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

True Wealth Design's UTL Position: Q3 2026 in Review

True Wealth Design increased its Unitil (UTL) stake by 8.1% in Q3 2026, buying an estimated $267 and bringing the position to 67 shares worth $3.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1484.

True Wealth Design first reported a position in UTL in Q4 2024 and has held it in 3 quarters since. 17 funds tracked by Wall St. Rank hold UTL as of Q3 2026.

  • True Wealth Design held 67 shares of Unitil worth $3.4K as of Q3 2026.
  • True Wealth Design bought 5 Unitil shares in Q3 2026, an estimated $267.
  • Unitil made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1484 holding.
  • True Wealth Design first reported a position in Unitil in Q4 2024 and has held it in 3 quarters since.
  • 17 funds tracked by Wall St. Rank held Unitil as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.