Wedge Capital Management’s Unitil UTL Stock Holding History

Wedge Capital Management’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	$2.73M	Buy	51,839 +24,131	+87%	+$1.25M	0.05%	280
2026 Q1	$1.45M	Sell	27,708 -9,722	-26%	-$498K	0.03%	400
2025 Q4	$1.81M	Sell	37,430 -5,706	-13%	-$278K	0.03%	360
2025 Q3	$2.06M	Buy	43,136 +11,534	+36%	+$563K	0.04%	345
2025 Q2	$1.65M	Buy	31,602 +750	+2%	+$41.6K	0.03%	357
2025 Q1	$1.78M	Sell	30,852 -2,837	-8%	-$156K	0.03%	339
2024 Q4	$1.83M	Buy	33,689 +3,430	+11%	+$199K	0.03%	341
2024 Q3	$1.83M	Sell	30,259 -8,357	-22%	-$488K	0.03%	340
2024 Q2	$2M	Buy	38,616 +15,355	+66%	+$789K	0.04%	308
2024 Q1	$1.22M	Buy	23,261 +9,954	+75%	+$501K	0.02%	384
2023 Q4	$700K	Buy	+13,307	New	+$644K	0.01%	395
2018 Q1	–	Sell	-8,777	Closed	-$400K	–	608
2017 Q4	$400K	Sell	8,777 -1,007	-10%	-$50.5K	﹤0.01%	479
2017 Q3	$484K	Buy	9,784 +2,680	+38%	+$133K	﹤0.01%	461
2017 Q2	$343K	Buy	+7,104	New	+$338K	﹤0.01%	487

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

Wedge Capital Management's UTL Position: Q2 2026 in Review

Wedge Capital Management increased its Unitil (UTL) stake by 87% in Q2 2026, buying an estimated $1.25M and bringing the position to 51,839 shares worth $2.73M. The position accounts for 0.05% of the portfolio, ranked #280.

Wedge Capital Management first reported a position in UTL in Q2 2017 and has held it in 14 quarters since. 245 funds tracked by Wall St. Rank hold UTL as of Q2 2026.

Wedge Capital Management held 51,839 shares of Unitil worth $2.73M as of Q2 2026.
Wedge Capital Management bought 24,131 Unitil shares in Q2 2026, an estimated $1.25M.
Unitil made up 0.05% of Wedge Capital Management's portfolio in Q2 2026, its #280 holding.
Wedge Capital Management first reported a position in Unitil in Q2 2017 and has held it in 14 quarters since.
245 funds tracked by Wall St. Rank held Unitil as of Q2 2026.

Based on Wedge Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.