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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
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

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

True Wealth Design's UTL Position: Q2 2026 in Review

True Wealth Design opened a new position in Unitil (UTL) in Q2 2026: 62 shares worth $3.27K. The stake represents ﹤0.01% of the portfolio and ranks #1505 among its holdings. This is a return to the name: True Wealth Design previously reported a position in UTL as recently as Q4 2024.

True Wealth Design first reported a position in UTL in Q4 2024 and has held it in 2 quarters since. 34 funds tracked by Wall St. Rank hold UTL as of Q2 2026.

  • True Wealth Design held 62 shares of Unitil worth $3.27K as of Q2 2026.
  • Unitil was a new True Wealth Design position in Q2 2026.
  • Unitil made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1505 holding.
  • True Wealth Design first reported a position in Unitil in Q4 2024 and has held it in 2 quarters since.
  • 34 funds tracked by Wall St. Rank held Unitil as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.