Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s Unitil UTL Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$491K Buy
9,320
+3,375
+57% +$175K ﹤0.01% 1787
2026
Q1 		$311K Hold
5,945
– – ﹤0.01% 1865
2025
Q4 		$288K Buy
+5,945
New +$289K ﹤0.01% 1879
2025
Q3 		– Sell
-4,170
Closed -$217K – 2166
2025
Q2 		$217K Buy
+4,170
New +$231K ﹤0.01% 1917

Other funds holding UTL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
BFA
Bragg Financial Advisors Charlotte, North Carolina $3.74B AUM 39.87% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's UTL Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its Unitil (UTL) stake by 57% in Q2 2026, buying an estimated $175K and bringing the position to 9,320 shares worth $491K. The position accounts for ﹤0.01% of the portfolio, ranked #1787.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in UTL in Q2 2025 and has held it in 4 quarters since. 154 funds tracked by Wall St. Rank hold UTL as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 9,320 shares of Unitil worth $491K as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft bought 3,375 Unitil shares in Q2 2026, an estimated $175K.
  • Unitil made up ﹤0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #1787 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Unitil in Q2 2025 and has held it in 4 quarters since.
  • 154 funds tracked by Wall St. Rank held Unitil as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.