Virtus ETF Advisers’s Unitil UTL Stock Holding History

Virtus ETF Advisers’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	$250K	Buy	4,746 +569	+14%	+$29.5K	0.1%	240
2026 Q1	$218K	Hold	4,177	–	–	0.1%	221
2025 Q4	$202K	Hold	4,177	–	–	0.1%	238
2025 Q3	$200K	Hold	4,177	–	–	0.11%	215
2025 Q2	$218K	Hold	4,177	–	–	0.13%	188
2025 Q1	$241K	Buy	+4,177	New	+$230K	0.16%	180

Other funds holding UTL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Virtus ETF Advisers's UTL Position: Q2 2026 in Review

Virtus ETF Advisers increased its Unitil (UTL) stake by 14% in Q2 2026, buying an estimated $29.5K and bringing the position to 4,746 shares worth $250K. The position accounts for 0.1% of the portfolio, ranked #240.

Virtus ETF Advisers first reported a position in UTL in Q1 2025 and has held it in 6 quarters since. 243 funds tracked by Wall St. Rank hold UTL as of Q2 2026.

Virtus ETF Advisers held 4,746 shares of Unitil worth $250K as of Q2 2026.
Virtus ETF Advisers bought 569 Unitil shares in Q2 2026, an estimated $29.5K.
Unitil made up 0.1% of Virtus ETF Advisers's portfolio in Q2 2026, its #240 holding.
Virtus ETF Advisers first reported a position in Unitil in Q1 2025 and has held it in 6 quarters since.
243 funds tracked by Wall St. Rank held Unitil as of Q2 2026.

Based on Virtus ETF Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.