Beacon Investment Advisors’s Utz Brands UTZ Stock Holding History

Beacon Investment Advisors’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	$177K	Sell	22,341 -660	-3%	-$6.13K	0.07%	167
2025 Q4	$239K	Buy	23,001 +235	+1%	+$2.54K	0.1%	154
2025 Q3	$277K	Sell	22,766 -698	-3%	-$9.25K	0.11%	141
2025 Q2	$292K	Sell	23,464 -516	-2%	-$6.75K	0.13%	130
2025 Q1	$338K	Buy	23,980 +373	+2%	+$5.13K	0.16%	123
2024 Q4	$370K	Sell	23,607 -557	-2%	-$9.42K	0.17%	116
2024 Q3	$428K	Buy	24,164 +62	+0.3%	+$1.03K	0.2%	111
2024 Q2	$401K	Sell	24,102 -264	-1%	-$4.75K	0.21%	112
2024 Q1	$449K	Sell	24,366 -40	-0.2%	-$712	0.26%	90
2023 Q4	$396K	Buy	24,406 +57	+0.2%	+$752	0.25%	91
2023 Q3	$327K	Sell	24,349 -580	-2%	-$8.94K	0.23%	96
2023 Q2	$408K	Sell	24,929 -222	-0.9%	-$3.81K	0.28%	91
2023 Q1	$414K	Sell	25,151 -59	-0.2%	-$976	0.3%	90
2022 Q4	$400K	Buy	+25,210	New	+$418K	0.33%	84

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

Beacon Investment Advisors's UTZ Position: Q1 2026 in Review

Beacon Investment Advisors reduced its Utz Brands (UTZ) stake by 2.9% in Q1 2026, selling an estimated $6.13K and leaving 22,341 shares worth $177K. The position accounts for 0.07% of the portfolio, ranked #167.

Beacon Investment Advisors first reported a position in UTZ in Q4 2022 and has held it in 14 quarters since. The position peaked at $449K in Q1 2024. 226 funds tracked by Wall St. Rank hold UTZ as of Q1 2026.

Beacon Investment Advisors held 22,341 shares of Utz Brands worth $177K as of Q1 2026.
Beacon Investment Advisors sold 660 Utz Brands shares in Q1 2026, an estimated $6.13K.
Utz Brands made up 0.07% of Beacon Investment Advisors's portfolio in Q1 2026, its #167 holding.
Beacon Investment Advisors first reported a position in Utz Brands in Q4 2022 and has held it in 14 quarters since.
Beacon Investment Advisors's Utz Brands position peaked at $449K in Q1 2024.
226 funds tracked by Wall St. Rank held Utz Brands as of Q1 2026.

Based on Beacon Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.