TPWA
UTL icon

Twin Peaks Wealth Advisors’s Unitil UTL Stock Holding History

Twin Peaks Wealth 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
Q2 		– Sell
-91
Closed -$4.75K – 2101
2026
Q1 		$4.75K Buy
+91
New +$4.66K ﹤0.01% 1412
2025
Q3 		– Sell
-108
Closed -$5.49K – 2028
2025
Q2 		$5.49K Buy
+108
New +$5.99K ﹤0.01% 1273

Other funds holding UTL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Twin Peaks Wealth Advisors's UTL Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Unitil (UTL) in Q2 2026, closing a stake of 91 shares — an estimated $4.75K sold.

Twin Peaks Wealth Advisors first reported a position in UTL in Q2 2025 and held it in 2 quarters. The position peaked at $5.49K in Q2 2025. 243 funds tracked by Wall St. Rank hold UTL as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Unitil position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 91 Unitil shares in Q2 2026, an estimated $4.75K.
  • Twin Peaks Wealth Advisors first reported a position in Unitil in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Unitil position peaked at $5.49K in Q2 2025.
  • 243 funds tracked by Wall St. Rank held Unitil as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.