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Wealth Preservation Advisors’s Unitil UTL Stock Holding History

Wealth Preservation Advisors’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 		$15.7K Hold
300
– – 0.01% 345
2025
Q4 		$14.5K Hold
300
– – 0.01% 277
2025
Q3 		$14.4K Hold
300
– – 0.01% 273
2025
Q2 		$15.6K Hold
300
– – 0.01% 267
2025
Q1 		$17.3K Buy
+300
New +$16.5K 0.01% 273

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

Wealth Preservation Advisors's UTL Position: Q1 2026 in Review

Wealth Preservation Advisors held its Unitil (UTL) position steady in Q1 2026 at 300 shares worth $15.7K. The position accounts for 0.01% of the portfolio, ranked #345.

Wealth Preservation Advisors first reported a position in UTL in Q1 2025 and has held it in 5 quarters since. The position peaked at $17.3K in Q1 2025. 238 funds tracked by Wall St. Rank hold UTL as of Q1 2026.

  • Wealth Preservation Advisors held 300 shares of Unitil worth $15.7K as of Q1 2026.
  • Wealth Preservation Advisors left its Unitil share count unchanged in Q1 2026.
  • Unitil made up 0.01% of Wealth Preservation Advisors's portfolio in Q1 2026, its #345 holding.
  • Wealth Preservation Advisors first reported a position in Unitil in Q1 2025 and has held it in 5 quarters since.
  • Wealth Preservation Advisors's Unitil position peaked at $17.3K in Q1 2025.
  • 238 funds tracked by Wall St. Rank held Unitil as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.