WCM
UTL icon

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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
PSB
Piscataqua Savings Bank Portsmouth, New Hampshire $148M AUM 32.61% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return