AssetMark Inc’s Utz Brands UTZ Stock Holding History

AssetMark Inc’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	$21.5K	Hold	2,720	–	–	﹤0.01%	2024
2025 Q4	$28.2K	Hold	2,720	–	–	﹤0.01%	1894
2025 Q3	$33K	Hold	2,720	–	–	﹤0.01%	1781
2025 Q2	$34.1K	Buy	2,720 +365	+15%	+$4.78K	﹤0.01%	1669
2025 Q1	$33.2K	Buy	2,355 +388	+20%	+$5.34K	﹤0.01%	1559
2024 Q4	$30.8K	Hold	1,967	–	–	﹤0.01%	1548
2024 Q3	$34.8K	Sell	1,967 -14	-0.7%	-$233	﹤0.01%	1374
2024 Q2	$33K	Buy	1,981 +441	+29%	+$7.94K	﹤0.01%	1304
2024 Q1	$28.4K	Hold	1,540	–	–	﹤0.01%	1233
2023 Q4	$25K	Sell	1,540 -8	-0.5%	-$106	﹤0.01%	1265
2023 Q3	$20.8K	Buy	1,548 +8	+0.5%	+$123	﹤0.01%	1232
2023 Q2	$25.2K	Buy	+1,540	New	+$26.4K	﹤0.01%	1182

Other funds holding UTZ

BlackRock New York $5.72T 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 New York $1.56T 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 Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AssetMark Inc's UTZ Position: Q1 2026 in Review

AssetMark Inc held its Utz Brands (UTZ) position steady in Q1 2026 at 2,720 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2024.

AssetMark Inc first reported a position in UTZ in Q2 2023 and has held it in 12 quarters since. The position peaked at $34.8K in Q3 2024. 226 funds tracked by Wall St. Rank hold UTZ as of Q1 2026.

AssetMark Inc held 2,720 shares of Utz Brands worth $21.5K as of Q1 2026.
AssetMark Inc left its Utz Brands share count unchanged in Q1 2026.
Utz Brands made up ﹤0.01% of AssetMark Inc's portfolio in Q1 2026, its #2024 holding.
AssetMark Inc first reported a position in Utz Brands in Q2 2023 and has held it in 12 quarters since.
AssetMark Inc's Utz Brands position peaked at $34.8K in Q3 2024.
226 funds tracked by Wall St. Rank held Utz Brands as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.