Yousif Capital Management
UTL icon

Yousif Capital Management’s Unitil UTL Stock Holding History

Yousif 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 		$235K Sell
4,457
-313
-7% -$16.2K ﹤0.01% 1571
2026
Q1 		$249K Sell
4,770
-12
-0.3% -$615 ﹤0.01% 1684
2025
Q4 		$240K Sell
4,782
-604
-11% -$29.4K ﹤0.01% 1718
2025
Q3 		$258K Sell
5,386
-642
-11% -$31.3K ﹤0.01% 1705
2025
Q2 		$314K Hold
6,028
– – ﹤0.01% 1654
2025
Q1 		$348K Sell
6,028
-169
-3% -$9.3K ﹤0.01% 1595
2024
Q4 		$336K Sell
6,197
-125
-2% -$7.25K ﹤0.01% 1640
2024
Q3 		$383K Sell
6,322
-176
-3% -$10.3K ﹤0.01% 1620
2024
Q2 		$337K Sell
6,498
-768
-11% -$39.5K ﹤0.01% 1642
2024
Q1 		$380K Sell
7,266
-690
-9% -$34.7K ﹤0.01% 1642
2023
Q4 		$418K Sell
7,956
-750
-9% -$36.3K ﹤0.01% 1617
2023
Q3 		$372K Sell
8,706
-545
-6% -$26.7K ﹤0.01% 1627
2023
Q2 		$469K Sell
9,251
-524
-5% -$29.1K 0.01% 1518
2023
Q1 		$558K Sell
9,775
-1,130
-10% -$60.3K 0.01% 1436
2022
Q4 		$560K Sell
10,905
-2,070
-16% -$105K 0.01% 1448
2022
Q3 		$603K Sell
12,975
-247
-2% -$13.4K 0.01% 1436
2022
Q2 		$776K Sell
13,222
-1,410
-10% -$76.1K 0.01% 1361
2022
Q1 		$730K Buy
14,632
+15
+0.1% +$733 0.01% 1484
2021
Q4 		$672K Buy
+14,617
New +$634K 0.01% 1549

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 $3.38T AUM 44.17% 1-Year Est. Return
Frontier Capital Management
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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

Yousif Capital Management's UTL Position: Q2 2026 in Review

Yousif Capital Management reduced its Unitil (UTL) stake by 6.6% in Q2 2026, selling an estimated $16.2K and leaving 4,457 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #1571.

Yousif Capital Management first reported a position in UTL in Q4 2021 and has held it in 19 quarters since. The position peaked at $776K in Q2 2022. 245 funds tracked by Wall St. Rank hold UTL as of Q2 2026.

  • Yousif Capital Management held 4,457 shares of Unitil worth $235K as of Q2 2026.
  • Yousif Capital Management sold 313 Unitil shares in Q2 2026, an estimated $16.2K.
  • Unitil made up ﹤0.01% of Yousif Capital Management's portfolio in Q2 2026, its #1571 holding.
  • Yousif Capital Management first reported a position in Unitil in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's Unitil position peaked at $776K in Q2 2022.
  • 245 funds tracked by Wall St. Rank held Unitil as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.