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
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

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return