UBS Group
GUT

UBS Group’s Gabelli Utility Trust GUT Stock Holding History

UBS Group’s Portfolio GUT Stock Details GUT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$169K Sell
27,945
-1,583
-5% -$9.58K ﹤0.01% 6728
2025
Q4 		$178K Sell
29,528
-2,985
-9% -$18K ﹤0.01% 6637
2025
Q3 		$197K Buy
32,513
+1,285
+4% +$7.73K ﹤0.01% 6679
2025
Q2 		$181K Buy
31,228
+2,500
+9% +$13.5K ﹤0.01% 6789
2025
Q1 		$153K Sell
28,728
-6,401
-18% -$34.4K ﹤0.01% 6726
2024
Q4 		$177K Buy
35,129
+2,951
+9% +$15.3K ﹤0.01% 6529
2024
Q3 		$167K Sell
32,178
-184
-0.6% -$1.06K ﹤0.01% 6010
2024
Q2 		$187K Sell
32,362
-2,063
-6% -$11.7K ﹤0.01% 5710
2024
Q1 		$186K Buy
34,425
+3,619
+12% +$19.1K ﹤0.01% 5902
2023
Q4 		$163K Sell
30,806
-18,318
-37% -$103K ﹤0.01% 5897
2023
Q3 		$254K Buy
49,124
+10,484
+27% +$69.3K ﹤0.01% 5198
2023
Q2 		$255K Sell
38,640
-8,296
-18% -$56K ﹤0.01% 5321
2023
Q1 		$327K Sell
46,936
-15,571
-25% -$110K ﹤0.01% 5010
2022
Q4 		$458K Sell
62,507
-23,753
-28% -$163K ﹤0.01% 4781
2022
Q3 		$580K Sell
86,260
-26,356
-23% -$194K ﹤0.01% 4196
2022
Q2 		$746K Sell
112,616
-5,356
-5% -$36.7K ﹤0.01% 3966
2022
Q1 		$821K Buy
117,972
+16,912
+17% +$130K ﹤0.01% 4301
2021
Q4 		$812K Buy
101,060
+16,705
+20% +$132K ﹤0.01% 4569
2021
Q3 		$647K Buy
84,355
+12,753
+18% +$100K ﹤0.01% 4536
2021
Q2 		$556K Sell
71,602
-1,688
-2% -$12.2K ﹤0.01% 4642
2021
Q1 		$494K Buy
73,290
+658
+0.9% +$4.99K ﹤0.01% 4876
2020
Q4 		$575K Sell
72,632
-69
-0.1% -$521 ﹤0.01% 4494
2020
Q3 		$535K Buy
72,701
+4,146
+6% +$31K ﹤0.01% 4134
2020
Q2 		$481K Sell
68,555
-13,151
-16% -$88.4K ﹤0.01% 4170
2020
Q1 		$466K Buy
81,706
+15,474
+23% +$111K ﹤0.01% 4028
2019
Q4 		$501K Buy
66,232
+9,769
+17% +$72.5K ﹤0.01% 4839
2019
Q3 		$408K Buy
56,463
+8,796
+18% +$61.6K ﹤0.01% 4729
2019
Q2 		$325K Buy
47,667
+4,678
+11% +$31.6K ﹤0.01% 4595
2019
Q1 		$291K Buy
42,989
+7,214
+20% +$46.1K ﹤0.01% 4382
2018
Q4 		$207K Sell
35,775
-9,074
-20% -$53.7K ﹤0.01% 4931
2018
Q3 		$254K Sell
44,849
-1,787
-4% -$10.2K ﹤0.01% 4879
2018
Q2 		$268K Buy
46,636
+27,984
+150% +$161K ﹤0.01% 4755
2018
Q1 		$113K Buy
18,652
+18,348
+6,036% +$124K ﹤0.01% 5145
2017
Q4 		$2K Sell
304
-1,344
-82% -$9.27K ﹤0.01% 7610
2017
Q3 		$11K Buy
1,648
+1,344
+442% +$9.18K ﹤0.01% 6826
2017
Q2 		$2K Sell
304
-4,120
-93% -$27.5K ﹤0.01% 7371
2017
Q1 		$29K Buy
4,424
+3,911
+762% +$25.1K ﹤0.01% 5881
2016
Q4 		$3K Sell
513
-9,044
-95% -$56.3K ﹤0.01% 7409
2016
Q3 		$63K Buy
9,557
+6,208
+185% +$40.8K ﹤0.01% 5320
2016
Q2 		$22K Sell
3,349
-5,437
-62% -$33.9K ﹤0.01% 6216
2016
Q1 		$53K Sell
8,786
-7,972
-48% -$46.1K ﹤0.01% 5458
2015
Q4 		$93K Buy
16,758
+4,365
+35% +$24.9K ﹤0.01% 5275
2015
Q3 		$67K Sell
12,393
-17,733
-59% -$104K ﹤0.01% 5557
2015
Q2 		$177K Buy
30,126
+2,416
+9% +$16.5K ﹤0.01% 4968
2015
Q1 		$192K Buy
27,710
+1,210
+5% +$8.54K ﹤0.01% 4925
2014
Q4 		$189K Buy
+26,500
New +$186K ﹤0.01% 5102

Other funds holding GUT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
PGWA
Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

UBS Group's GUT Position: Q1 2026 in Review

UBS Group reduced its Gabelli Utility Trust (GUT) stake by 5.4% in Q1 2026, selling an estimated $9.58K and leaving 27,945 shares worth $169K. The position accounts for ﹤0.01% of the portfolio, ranked #6728.

UBS Group first reported a position in GUT in Q4 2014 and has held it in 46 quarters since. The position peaked at $821K in Q1 2022. 93 funds tracked by Wall St. Rank hold GUT as of Q1 2026.

  • UBS Group held 27,945 shares of Gabelli Utility Trust worth $169K as of Q1 2026.
  • UBS Group sold 1,583 Gabelli Utility Trust shares in Q1 2026, an estimated $9.58K.
  • Gabelli Utility Trust made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6728 holding.
  • UBS Group first reported a position in Gabelli Utility Trust in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Gabelli Utility Trust position peaked at $821K in Q1 2022.
  • 93 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.