Wellington Management Group
UTL icon

Wellington Management Group’s Unitil UTL Stock Holding History

Wellington Management Group’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 		$25.9M Sell
491,474
-110,629
-18% -$5.74M ﹤0.01% 968
2026
Q1 		$31.5M Buy
602,103
+843
+0.1% +$43.2K 0.01% 867
2025
Q4 		$29.1M Buy
601,260
+291,325
+94% +$14.2M 0.01% 900
2025
Q3 		$14.8M Buy
309,935
+284,522
+1,120% +$13.9M ﹤0.01% 1141
2025
Q2 		$1.33M Buy
25,413
+2,308
+10% +$128K ﹤0.01% 1673
2025
Q1 		$1.33M Hold
23,105
– – ﹤0.01% 1643
2024
Q4 		$1.25M Hold
23,105
– – ﹤0.01% 1677
2024
Q3 		$1.4M Buy
+23,105
New +$1.35M ﹤0.01% 1648

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
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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Wellington Management Group's UTL Position: Q2 2026 in Review

Wellington Management Group reduced its Unitil (UTL) stake by 18% in Q2 2026, selling an estimated $5.74M and leaving 491,474 shares worth $25.9M. The position accounts for ﹤0.01% of the portfolio, ranked #968.

Wellington Management Group first reported a position in UTL in Q3 2024 and has held it in 8 quarters since. The position peaked at $31.5M in Q1 2026. 244 funds tracked by Wall St. Rank hold UTL as of Q2 2026.

  • Wellington Management Group held 491,474 shares of Unitil worth $25.9M as of Q2 2026.
  • Wellington Management Group sold 110,629 Unitil shares in Q2 2026, an estimated $5.74M.
  • Unitil made up ﹤0.01% of Wellington Management Group's portfolio in Q2 2026, its #968 holding.
  • Wellington Management Group first reported a position in Unitil in Q3 2024 and has held it in 8 quarters since.
  • Wellington Management Group's Unitil position peaked at $31.5M in Q1 2026.
  • 244 funds tracked by Wall St. Rank held Unitil as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.