Superior Planning, LLC’s Utz Brands UTZ Stock Holding History

Superior Planning, LLC’s Portfolio UTZ Stock Details UTZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.47K	Buy	+103	New	+$1.33K	﹤0.01%	1660

Other funds holding UTZ

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

First Trust Capital Management Chicago, Illinois $2.08B AUM 59.2% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Quinn Opportunity Partners Charlottesville, Virginia $1.85B AUM 1.27% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Martin & Co Knoxville, Tennessee $616M AUM 16.64% 1-Year Est. Return

Superior Planning, LLC's UTZ Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Utz Brands (UTZ) in Q3 2026: 103 shares worth $1.47K. The stake represents ﹤0.01% of the portfolio and ranks #1660 among its holdings.

131 funds tracked by Wall St. Rank hold UTZ as of Q3 2026.

Superior Planning, LLC held 103 shares of Utz Brands worth $1.47K as of Q3 2026.
Utz Brands was a new Superior Planning, LLC position in Q3 2026.
Utz Brands made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1660 holding.
131 funds tracked by Wall St. Rank held Utz Brands as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.