Trust Company of Vermont’s Unitil UTL Stock Holding History

Trust Company of Vermont’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
2025 Q4	$7.27K	Hold	150	–	–	﹤0.01%	892
2025 Q3	$7.18K	Hold	150	–	–	﹤0.01%	880
2025 Q2	$7.82K	Hold	150	–	–	﹤0.01%	850
2025 Q1	$8.65K	Hold	150	–	–	﹤0.01%	782
2024 Q4	$8.13K	Hold	150	–	–	﹤0.01%	789
2024 Q3	$9.09K	Hold	150	–	–	﹤0.01%	763
2024 Q2	$7.77K	Hold	150	–	–	﹤0.01%	712
2024 Q1	$7.85K	Hold	150	–	–	﹤0.01%	708
2023 Q4	$7.89K	Hold	150	–	–	﹤0.01%	628
2023 Q3	$6.41K	Hold	150	–	–	﹤0.01%	693
2023 Q2	$7.61K	Hold	150	–	–	﹤0.01%	700
2023 Q1	$8.56K	Hold	150	–	–	﹤0.01%	727
2022 Q4	$7.7K	Hold	150	–	–	﹤0.01%	727
2022 Q3	$7K	Hold	150	–	–	﹤0.01%	792
2022 Q2	$9K	Buy	+150	New	+$8.1K	﹤0.01%	714
2022 Q1	–	Sell	-150	Closed	-$7K	–	716
2021 Q4	$7K	Buy	+150	New	+$6.5K	﹤0.01%	704
2021 Q3	–	Sell	-150	Closed	-$8K	–	688
2021 Q2	$8K	Hold	150	–	–	﹤0.01%	668
2021 Q1	$7K	Hold	150	–	–	﹤0.01%	663
2020 Q4	$7K	Hold	150	–	–	﹤0.01%	665
2020 Q3	$6K	Hold	150	–	–	﹤0.01%	655
2020 Q2	$7K	Sell	150 -315	-68%	-$15.4K	﹤0.01%	665
2020 Q1	$24K	Hold	465	–	–	﹤0.01%	540
2019 Q4	$29K	Hold	465	–	–	﹤0.01%	552
2019 Q3	$29K	Hold	465	–	–	﹤0.01%	565
2019 Q2	$28K	Hold	465	–	–	﹤0.01%	569
2019 Q1	$25K	Hold	465	–	–	﹤0.01%	579
2018 Q4	$24K	Hold	465	–	–	﹤0.01%	589
2018 Q3	$24K	Hold	465	–	–	﹤0.01%	644
2018 Q2	$24K	Sell	465 -50	-10%	-$2.41K	﹤0.01%	666
2018 Q1	$24K	Hold	515	–	–	﹤0.01%	624
2017 Q4	$23K	Hold	515	–	–	﹤0.01%	648
2017 Q3	$25K	Hold	515	–	–	﹤0.01%	608
2017 Q2	$25K	Hold	515	–	–	﹤0.01%	614
2017 Q1	$23K	Hold	515	–	–	﹤0.01%	601
2016 Q4	$23K	Hold	515	–	–	﹤0.01%	594
2016 Q3	$20K	Hold	515	–	–	﹤0.01%	573
2016 Q2	$22K	Hold	515	–	–	﹤0.01%	511
2016 Q1	$22K	Hold	515	–	–	﹤0.01%	515
2015 Q4	$18K	Hold	515	–	–	﹤0.01%	552
2015 Q3	$19K	Buy	515 +200	+63%	+$7.06K	﹤0.01%	546
2015 Q2	$10K	Hold	315	–	–	﹤0.01%	644
2015 Q1	$11K	Hold	315	–	–	﹤0.01%	619
2014 Q4	$12K	Hold	315	–	–	﹤0.01%	613
2014 Q3	$10K	Hold	315	–	–	﹤0.01%	643
2014 Q2	$11K	Hold	315	–	–	﹤0.01%	619
2014 Q1	$10K	Hold	315	–	–	﹤0.01%	619
2013 Q4	$10K	Hold	315	–	–	﹤0.01%	595
2013 Q3	$9K	Hold	315	–	–	﹤0.01%	592
2013 Q2	$9K	Buy	+315	New	+$9.18K	﹤0.01%	589

Other funds holding UTL

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Trust Company of Vermont's UTL Position: Q4 2025 in Review

Trust Company of Vermont held its Unitil (UTL) position steady in Q4 2025 at 150 shares worth $7.27K. The position accounts for ﹤0.01% of the portfolio, ranked #892.

Trust Company of Vermont first reported a position in UTL in Q2 2013 and has held it in 49 quarters since. The position peaked at $29K in Q4 2019. 217 funds tracked by Wall St. Rank hold UTL as of Q4 2025.

Trust Company of Vermont held 150 shares of Unitil worth $7.27K as of Q4 2025.
Trust Company of Vermont left its Unitil share count unchanged in Q4 2025.
Unitil made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #892 holding.
Trust Company of Vermont first reported a position in Unitil in Q2 2013 and has held it in 49 quarters since.
Trust Company of Vermont's Unitil position peaked at $29K in Q4 2019.
217 funds tracked by Wall St. Rank held Unitil as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.