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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
Q2 		– Sell
-300
Closed -$15.7K – 902
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealth Preservation Advisors's UTL Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Unitil (UTL) in Q2 2026, closing a stake of 300 shares — an estimated $15.7K sold.

Wealth Preservation Advisors first reported a position in UTL in Q1 2025 and held it in 5 quarters. The position peaked at $17.3K in Q1 2025. 245 funds tracked by Wall St. Rank hold UTL as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Unitil position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 300 Unitil shares in Q2 2026, an estimated $15.7K.
  • Wealth Preservation Advisors first reported a position in Unitil in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's Unitil position peaked at $17.3K in Q1 2025.
  • 245 funds tracked by Wall St. Rank held Unitil as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.