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Bay Harbor Wealth Management’s Utz Brands UTZ Stock Holding History

Bay Harbor Wealth Management’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
-1
Closed -$10 – 1346
2025
Q4 		$10 Hold
1
– – ﹤0.01% 1312
2025
Q3 		$12 Hold
1
– – ﹤0.01% 1284
2025
Q2 		$12 Buy
+1
New +$13 ﹤0.01% 1265

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CCM
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JP Morgan Chase
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
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B 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

Bay Harbor Wealth Management's UTZ Position: Q1 2026 in Review

Bay Harbor Wealth Management sold out of Utz Brands (UTZ) in Q1 2026, closing a stake of 1 share — an estimated $10 sold.

Bay Harbor Wealth Management first reported a position in UTZ in Q2 2025 and held it in 3 quarters. The position peaked at $12 in Q3 2025. 226 funds tracked by Wall St. Rank hold UTZ as of Q1 2026.

  • Bay Harbor Wealth Management reported no remaining Utz Brands position as of Q1 2026 after selling out during the quarter.
  • Bay Harbor Wealth Management sold 1 Utz Brands share in Q1 2026, an estimated $10.
  • Bay Harbor Wealth Management first reported a position in Utz Brands in Q2 2025 and held it in 3 quarters.
  • Bay Harbor Wealth Management's Utz Brands position peaked at $12 in Q3 2025.
  • 226 funds tracked by Wall St. Rank held Utz Brands as of Q1 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.