UBS Group
UTL icon

UBS Group’s Unitil UTL Stock Holding History

UBS Group’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 		$1.26M Sell
24,164
-40,524
-63% -$2.08M ﹤0.01% 5358
2025
Q4 		$3.13M Sell
64,688
-10,648
-14% -$518K ﹤0.01% 4518
2025
Q3 		$3.61M Sell
75,336
-29,817
-28% -$1.46M ﹤0.01% 4376
2025
Q2 		$5.48M Buy
105,153
+37,226
+55% +$2.06M ﹤0.01% 3781
2025
Q1 		$3.92M Sell
67,927
-28,316
-29% -$1.56M ﹤0.01% 4032
2024
Q4 		$5.22M Buy
96,243
+75,997
+375% +$4.41M ﹤0.01% 3806
2024
Q3 		$1.23M Buy
20,246
+2,370
+13% +$138K ﹤0.01% 4469
2024
Q2 		$926K Sell
17,876
-10,738
-38% -$552K ﹤0.01% 4483
2024
Q1 		$1.5M Sell
28,614
-3,503
-11% -$176K ﹤0.01% 4230
2023
Q4 		$1.69M Buy
32,117
+8,627
+37% +$417K ﹤0.01% 3998
2023
Q3 		$1M Sell
23,490
-11,210
-32% -$549K ﹤0.01% 4075
2023
Q2 		$1.76M Buy
34,700
+7,466
+27% +$414K ﹤0.01% 3659
2023
Q1 		$1.55M Buy
27,234
+4,623
+20% +$247K ﹤0.01% 3690
2022
Q4 		$1.16M Buy
22,611
+10,141
+81% +$516K ﹤0.01% 3931
2022
Q3 		$580K Buy
12,470
+2,440
+24% +$132K ﹤0.01% 4198
2022
Q2 		$589K Sell
10,030
-8,990
-47% -$485K ﹤0.01% 4138
2022
Q1 		$948K Buy
19,020
+637
+3% +$31.1K ﹤0.01% 4153
2021
Q4 		$845K Buy
18,383
+6,401
+53% +$277K ﹤0.01% 4538
2021
Q3 		$513K Buy
11,982
+3,358
+39% +$168K ﹤0.01% 4716
2021
Q2 		$456K Sell
8,624
-7,403
-46% -$398K ﹤0.01% 4799
2021
Q1 		$733K Sell
16,027
-3,353
-17% -$146K ﹤0.01% 4546
2020
Q4 		$858K Buy
19,380
+1,835
+10% +$73.2K ﹤0.01% 4136
2020
Q3 		$678K Sell
17,545
-3,308
-16% -$139K ﹤0.01% 3940
2020
Q2 		$935K Sell
20,853
-3,524
-14% -$172K ﹤0.01% 3566
2020
Q1 		$1.27M Sell
24,377
-7,299
-23% -$432K ﹤0.01% 3145
2019
Q4 		$1.96M Buy
31,676
+7,163
+29% +$443K ﹤0.01% 3563
2019
Q3 		$1.55M Buy
24,513
+8,063
+49% +$483K ﹤0.01% 3552
2019
Q2 		$985K Buy
16,450
+4,171
+34% +$237K ﹤0.01% 3763
2019
Q1 		$665K Sell
12,279
-5,037
-29% -$263K ﹤0.01% 3858
2018
Q4 		$876K Buy
17,316
+886
+5% +$44.1K ﹤0.01% 3797
2018
Q3 		$836K Buy
16,430
+2,173
+15% +$111K ﹤0.01% 4009
2018
Q2 		$728K Sell
14,257
-7
-0% -$337 ﹤0.01% 4030
2018
Q1 		$662K Sell
14,264
-1,684
-11% -$73.9K ﹤0.01% 4017
2017
Q4 		$727K Sell
15,948
-53
-0.3% -$2.66K ﹤0.01% 4025
2017
Q3 		$792K Buy
16,001
+1,005
+7% +$50K ﹤0.01% 3885
2017
Q2 		$724K Buy
14,996
+272
+2% +$12.9K ﹤0.01% 3858
2017
Q1 		$663K Sell
14,724
-3,646
-20% -$164K ﹤0.01% 3845
2016
Q4 		$833K Buy
18,370
+4,060
+28% +$169K ﹤0.01% 3700
2016
Q3 		$559K Sell
14,310
-2,142
-13% -$88.4K ﹤0.01% 3851
2016
Q2 		$702K Buy
16,452
+8,070
+96% +$328K ﹤0.01% 3652
2016
Q1 		$356K Buy
8,382
+349
+4% +$13.6K ﹤0.01% 4044
2015
Q4 		$288K Buy
8,033
+1,551
+24% +$55.7K ﹤0.01% 4380
2015
Q3 		$239K Sell
6,482
-1,781
-22% -$62.9K ﹤0.01% 4492
2015
Q2 		$272K Buy
8,263
+1,599
+24% +$54K ﹤0.01% 4607
2015
Q1 		$232K Sell
6,664
-703
-10% -$24.8K ﹤0.01% 4762
2014
Q4 		$270K Buy
+7,367
New +$257K ﹤0.01% 4751

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 Group's UTL Position: Q1 2026 in Review

UBS Group reduced its Unitil (UTL) stake by 63% in Q1 2026, selling an estimated $2.08M and leaving 24,164 shares worth $1.26M. The position accounts for ﹤0.01% of the portfolio, ranked #5358.

UBS Group first reported a position in UTL in Q4 2014 and has held it in 46 quarters since. The position peaked at $5.48M in Q2 2025. 238 funds tracked by Wall St. Rank hold UTL as of Q1 2026.

  • UBS Group held 24,164 shares of Unitil worth $1.26M as of Q1 2026.
  • UBS Group sold 40,524 Unitil shares in Q1 2026, an estimated $2.08M.
  • Unitil made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5358 holding.
  • UBS Group first reported a position in Unitil in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Unitil position peaked at $5.48M in Q2 2025.
  • 238 funds tracked by Wall St. Rank held Unitil as of Q1 2026.

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