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 Q3	$41.5K	Buy	2,910 +190	+7%	+$2.45K	﹤0.01%	1963
2026 Q2	$20.9K	Hold	2,720	–	–	﹤0.01%	2162
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

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

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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.5% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

AssetMark Inc's UTZ Position: Q3 2026 in Review

AssetMark Inc increased its Utz Brands (UTZ) stake by 7% in Q3 2026, buying an estimated $2.45K and bringing the position to 2,910 shares worth $41.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1963.

AssetMark Inc first reported a position in UTZ in Q2 2023 and has held it in 14 quarters since. 78 funds tracked by Wall St. Rank hold UTZ as of Q3 2026.

AssetMark Inc held 2,910 shares of Utz Brands worth $41.5K as of Q3 2026.
AssetMark Inc bought 190 Utz Brands shares in Q3 2026, an estimated $2.45K.
Utz Brands made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1963 holding.
AssetMark Inc first reported a position in Utz Brands in Q2 2023 and has held it in 14 quarters since.
78 funds tracked by Wall St. Rank held Utz Brands as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.