UTL Unitil Corp

Ownership history in MassMutual Private Wealth & Trust, FSB  ·  14 quarters on record

AI Ownership Summary

MassMutual Private Wealth & Trust, FSB reported Unitil Corp (UTL) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows UTL at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UTL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MassMutual Private Wealth & Trust, FSB's position in Unitil Corp, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

UTL was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MassMutual Private Wealth & Trust, FSB held UTL — position size vs. price
% of Fund (quarterly)    UTL price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 123 -59 -32.4% 0.00% $6K 2026-04-13 $53.66
2025 Q4 REDUCED 182 -46 -20.2% 0.00% $9K 2026-01-07 $48.18
2025 Q3 ADDED 228 +22 +10.7% 0.00% $11K 2025-10-22 $49.03
2025 Q2 REDUCED 206 -29 -12.3% 0.00% $11K 2025-07-09 $50.59
2025 Q1 ADDED 235 +10 +4.4% 0.00% $14K 2025-04-01 $56.48
2024 Q4 ADDED 225 +43 +23.6% 0.00% $12K 2025-01-16 $52.40
2024 Q3 UNCHANGED 182 0% 0.00% $11K 2024-10-02 $56.67
2024 Q2 ADDED 182 +94 +106.8% 0.00% $9K 2024-07-02 $48.84
2024 Q1 ADDED 88 +36 +69.2% 0.00% $5K 2024-04-09 $47.37
2023 Q4 ADDED 52 +27 +108.0% 0.00% $3K 2024-01-03 $49.42
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MassMutual Private Wealth & Trust, FSB and UTL

These are the practical questions this page is built to answer before you even open the full history table.

How long has MassMutual Private Wealth & Trust, FSB reported owning UTL?

MassMutual Private Wealth & Trust, FSB reported UTL across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported UTL position in MassMutual Private Wealth & Trust, FSB's portfolio?

The largest reported portfolio weight for UTL was 0.00% in 2025 Q1.

What is the latest reported UTL position on this page?

The most recent filing on this page is 2026 Q1, when MassMutual Private Wealth & Trust, FSB reported 123 shares, equal to 0.00% of portfolio, with an estimated market value of $6K.

What does the chart on this UTL ownership page compare?

The chart compares MassMutual Private Wealth & Trust, FSB's quarterly UTL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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