Wedge Capital Management
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
Q3 		$3.27M Buy
64,475
+12,636
+24% +$674K 0.06% 249
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

Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Wernau Asset Management
Wernau Asset Management Gloucester, Massachusetts $217M AUM 20.13% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
New Hampshire Trust
New Hampshire Trust Concord, New Hampshire $532M AUM 17.57% 1-Year Est. Return
Ellsworth Advisors
Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Wedge Capital Management's UTL Position: Q3 2026 in Review

Wedge Capital Management increased its Unitil (UTL) stake by 24% in Q3 2026, buying an estimated $674K and bringing the position to 64,475 shares worth $3.27M. The position accounts for 0.06% of the portfolio, ranked #249.

Wedge Capital Management first reported a position in UTL in Q2 2017 and has held it in 15 quarters since. 42 funds tracked by Wall St. Rank hold UTL as of Q3 2026.

  • Wedge Capital Management held 64,475 shares of Unitil worth $3.27M as of Q3 2026.
  • Wedge Capital Management bought 12,636 Unitil shares in Q3 2026, an estimated $674K.
  • Unitil made up 0.06% of Wedge Capital Management's portfolio in Q3 2026, its #249 holding.
  • Wedge Capital Management first reported a position in Unitil in Q2 2017 and has held it in 15 quarters since.
  • 42 funds tracked by Wall St. Rank held Unitil as of Q3 2026.

Based on Wedge Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.