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Advocate Investing Services’s Utz Brands UTZ Stock Holding History

Advocate Investing Services’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
Q1 		– Sell
-28
Closed -$291 – 476
2025
Q4 		$291 Buy
+28
New +$302 ﹤0.01% 431

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Geode Capital Management
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Advocate Investing Services's UTZ Position: Q1 2026 in Review

Advocate Investing Services sold out of Utz Brands (UTZ) in Q1 2026, closing a stake of 28 shares — an estimated $291 sold.

Advocate Investing Services first reported a position in UTZ in Q4 2025 and held it in 1 quarter. The position peaked at $291 in Q4 2025. 226 funds tracked by Wall St. Rank hold UTZ as of Q1 2026.

  • Advocate Investing Services reported no remaining Utz Brands position as of Q1 2026 after selling out during the quarter.
  • Advocate Investing Services sold 28 Utz Brands shares in Q1 2026, an estimated $291.
  • Advocate Investing Services first reported a position in Utz Brands in Q4 2025 and held it in 1 quarter.
  • Advocate Investing Services's Utz Brands position peaked at $291 in Q4 2025.
  • 226 funds tracked by Wall St. Rank held Utz Brands as of Q1 2026.

Based on Advocate Investing Services's 13F filing for Q1 2026, filed 22 Apr 2026.