AssetMark Inc
UTZ icon

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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AssetMark Inc's UTZ Position: Q2 2026 in Review

AssetMark Inc held its Utz Brands (UTZ) position steady in Q2 2026 at 2,720 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2162.

AssetMark Inc first reported a position in UTZ in Q2 2023 and has held it in 13 quarters since. The position peaked at $34.8K in Q3 2024. 235 funds tracked by Wall St. Rank hold UTZ as of Q2 2026.

  • AssetMark Inc held 2,720 shares of Utz Brands worth $20.9K as of Q2 2026.
  • AssetMark Inc left its Utz Brands share count unchanged in Q2 2026.
  • Utz Brands made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2162 holding.
  • AssetMark Inc first reported a position in Utz Brands in Q2 2023 and has held it in 13 quarters since.
  • AssetMark Inc's Utz Brands position peaked at $34.8K in Q3 2024.
  • 235 funds tracked by Wall St. Rank held Utz Brands as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.