Wealthspire Advisors (New York)
UTL icon

Wealthspire Advisors (New York)’s Unitil UTL Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-10
Closed -$479 – 2808
2025
Q3 		$479 Buy
+10
New +$488 ﹤0.01% 2844

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Wealthspire Advisors (New York)'s UTL Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Unitil (UTL) in Q4 2025, closing a stake of 10 shares — an estimated $479 sold.

Wealthspire Advisors (New York) first reported a position in UTL in Q3 2025 and held it in 1 quarter. The position peaked at $479 in Q3 2025. 217 funds tracked by Wall St. Rank hold UTL as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Unitil position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 10 Unitil shares in Q4 2025, an estimated $479.
  • Wealthspire Advisors (New York) first reported a position in Unitil in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Unitil position peaked at $479 in Q3 2025.
  • 217 funds tracked by Wall St. Rank held Unitil as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.