UBS AM
UTL icon

UBS AM’s Unitil UTL Stock Holding History

UBS AM’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 		$3.42M Buy
65,398
+616
+1% +$31.6K ﹤0.01% 1769
2025
Q4 		$3.14M Buy
64,782
+7,618
+13% +$371K ﹤0.01% 1689
2025
Q3 		$2.74M Sell
57,164
-32,018
-36% -$1.56M ﹤0.01% 1623
2025
Q2 		$4.65M Buy
89,182
+21,889
+33% +$1.21M ﹤0.01% 1746
2025
Q1 		$3.88M Buy
67,293
+10,572
+19% +$582K ﹤0.01% 1693
2024
Q4 		$3.07M Buy
56,721
+8,640
+18% +$501K ﹤0.01% 1839
2024
Q3 		$2.91M Sell
48,081
-2,043
-4% -$119K ﹤0.01% 1838
2024
Q2 		$2.6M Buy
50,124
+24,189
+93% +$1.24M ﹤0.01% 1855
2024
Q1 		$1.36M Buy
25,935
+5,732
+28% +$289K ﹤0.01% 1862
2023
Q4 		$1.06M Buy
20,203
+4,487
+29% +$217K ﹤0.01% 1991
2023
Q3 		$671K Buy
15,716
+904
+6% +$44.3K ﹤0.01% 2165
2023
Q2 		$845K Hold
14,812
– – ﹤0.01% 2080
2023
Q1 		$845K Hold
14,812
– – ﹤0.01% 2080
2022
Q4 		$761K Buy
14,812
+441
+3% +$22.4K ﹤0.01% 1992
2022
Q3 		$668K Buy
14,371
+167
+1% +$9.04K ﹤0.01% 2198
2022
Q2 		$834K Sell
14,204
-1,708
-11% -$92.2K ﹤0.01% 2068
2022
Q1 		$794K Sell
15,912
-5,565
-26% -$272K ﹤0.01% 2259
2021
Q4 		$988K Buy
21,477
+480
+2% +$20.8K ﹤0.01% 2217
2021
Q3 		$898K Buy
20,997
+2,499
+14% +$125K ﹤0.01% 2223
2021
Q2 		$980K Buy
18,498
+9,382
+103% +$505K ﹤0.01% 2224
2021
Q1 		$417K Sell
9,116
-5,252
-37% -$229K ﹤0.01% 2439
2020
Q4 		$636K Hold
14,368
– – ﹤0.01% 2203
2020
Q3 		$555K Sell
14,368
-288
-2% -$12.1K ﹤0.01% 2100
2020
Q2 		$657K Buy
14,656
+198
+1% +$9.68K ﹤0.01% 1996
2020
Q1 		$756K Sell
14,458
-621
-4% -$36.8K ﹤0.01% 1805
2019
Q4 		$932K Buy
15,079
+1,766
+13% +$109K ﹤0.01% 1949
2019
Q3 		$845K Buy
13,313
+832
+7% +$49.9K ﹤0.01% 2029
2019
Q2 		$747K Buy
12,481
+3,020
+32% +$172K ﹤0.01% 2028
2019
Q1 		$513K Buy
9,461
+3,224
+52% +$168K ﹤0.01% 2097
2018
Q4 		$316K Hold
6,237
– – ﹤0.01% 2194
2018
Q3 		$317K Hold
6,237
– – ﹤0.01% 2260
2018
Q2 		$318K Hold
6,237
– – ﹤0.01% 2272
2018
Q1 		$289K Sell
6,237
-41
-0.7% -$1.8K ﹤0.01% 2231
2017
Q4 		$286K Hold
6,278
– – ﹤0.01% 2144
2017
Q3 		$311K Hold
6,278
– – ﹤0.01% 2068
2017
Q2 		$303K Hold
6,278
– – ﹤0.01% 2034
2017
Q1 		$283K Sell
6,278
-895
-12% -$40.2K ﹤0.01% 2032
2016
Q4 		$325K Sell
7,173
-23,130
-76% -$965K ﹤0.01% 1917
2016
Q3 		$1.18M Sell
30,303
-485
-2% -$20K ﹤0.01% 1611
2016
Q2 		$1.31M Sell
30,788
-10,830
-26% -$440K ﹤0.01% 1527
2016
Q1 		$1.77M Sell
41,618
-2,364
-5% -$92.3K ﹤0.01% 1416
2015
Q4 		$1.58M Buy
43,982
+1,572
+4% +$56.4K ﹤0.01% 1550
2015
Q3 		$1.56M Buy
42,410
+10,616
+33% +$375K ﹤0.01% 1536
2015
Q2 		$1.05M Buy
31,794
+874
+3% +$29.5K ﹤0.01% 1660
2015
Q1 		$1.07M Sell
30,920
-522
-2% -$18.4K ﹤0.01% 1602
2014
Q4 		$1.15M Buy
31,442
+24,143
+331% +$842K ﹤0.01% 1536
2014
Q3 		$227K Hold
7,299
– – ﹤0.01% 2307
2014
Q2 		$247K Hold
7,299
– – ﹤0.01% 2296
2014
Q1 		$240K Buy
+7,299
New +$226K ﹤0.01% 2329

Other funds holding UTL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS AM's UTL Position: Q1 2026 in Review

UBS AM increased its Unitil (UTL) stake by 0.95% in Q1 2026, buying an estimated $31.6K and bringing the position to 65,398 shares worth $3.42M. The position accounts for ﹤0.01% of the portfolio, ranked #1769.

UBS AM first reported a position in UTL in Q1 2014 and has held it in 49 quarters since. The position peaked at $4.65M in Q2 2025. 238 funds tracked by Wall St. Rank hold UTL as of Q1 2026.

  • UBS AM held 65,398 shares of Unitil worth $3.42M as of Q1 2026.
  • UBS AM bought 616 Unitil shares in Q1 2026, an estimated $31.6K.
  • Unitil made up ﹤0.01% of UBS AM's portfolio in Q1 2026, its #1769 holding.
  • UBS AM first reported a position in Unitil in Q1 2014 and has held it in 49 quarters since.
  • UBS AM's Unitil position peaked at $4.65M in Q2 2025.
  • 238 funds tracked by Wall St. Rank held Unitil as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.