AF
UTZ icon

Allworth Financial’s Utz Brands UTZ Stock Holding History

Allworth Financial’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 		$6.26K Buy
791
+384
+94% +$3.57K ﹤0.01% 3817
2025
Q4 		$4.22K Buy
407
+130
+47% +$1.4K ﹤0.01% 3811
2025
Q3 		$3.37K Buy
277
+230
+489% +$3.05K ﹤0.01% 3762
2025
Q2 		$590 Sell
47
-208
-82% -$2.72K ﹤0.01% 4093
2025
Q1 		$3.5K Buy
255
+214
+522% +$2.94K ﹤0.01% 2958
2024
Q4 		$556 Hold
41
– – ﹤0.01% 3572
2024
Q3 		$726 Hold
41
– – ﹤0.01% 3334
2024
Q2 		$641 Buy
41
+21
+105% +$378 ﹤0.01% 3302
2024
Q1 		$369 Sell
20
-52
-72% -$926 ﹤0.01% 3363
2023
Q4 		$1.17K Sell
72
-100
-58% -$1.32K ﹤0.01% 2902
2023
Q3 		$2.31K Sell
172
-147
-46% -$2.27K ﹤0.01% 2467
2023
Q2 		$5.22K Sell
319
-218
-41% -$3.74K ﹤0.01% 2077
2023
Q1 		$8.85K Buy
+537
New +$8.89K ﹤0.01% 1835

Other funds holding UTZ

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.3B AUM 33.54% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return