Y-Intercept (HK)’s Unitil UTL Stock Holding History

Y-Intercept (HK)’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	$442K	Buy	+8,381	New	+$435K	0.01%	1346
2025 Q3	–	Sell	-3,918	Closed	-$204K	–	2076
2025 Q2	$204K	Buy	3,918 +105	+3%	+$5.82K	0.01%	1463
2025 Q1	$220K	Buy	+3,813	New	+$210K	0.01%	1022
2023 Q4	–	Sell	-4,841	Closed	-$207K	–	1665
2023 Q3	$207K	Buy	+4,841	New	+$237K	0.02%	904

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

Y-Intercept (HK)'s UTL Position: Q2 2026 in Review

Y-Intercept (HK) opened a new position in Unitil (UTL) in Q2 2026: 8,381 shares worth $442K. The stake represents 0.01% of the portfolio and ranks #1346 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in UTL as recently as Q2 2025.

Y-Intercept (HK) first reported a position in UTL in Q3 2023 and has held it in 4 quarters since. 243 funds tracked by Wall St. Rank hold UTL as of Q2 2026.

Y-Intercept (HK) held 8,381 shares of Unitil worth $442K as of Q2 2026.
Unitil was a new Y-Intercept (HK) position in Q2 2026.
Unitil made up 0.01% of Y-Intercept (HK)'s portfolio in Q2 2026, its #1346 holding.
Y-Intercept (HK) first reported a position in Unitil in Q3 2023 and has held it in 4 quarters since.
243 funds tracked by Wall St. Rank held Unitil as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.