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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
Q2 		$173K Buy
22,450
+109
+0.5% +$813 0.05% 176
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
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

Beacon Investment Advisors's UTZ Position: Q2 2026 in Review

Beacon Investment Advisors increased its Utz Brands (UTZ) stake by 0.49% in Q2 2026, buying an estimated $813 and bringing the position to 22,450 shares worth $173K. The position accounts for 0.05% of the portfolio, ranked #176.

Beacon Investment Advisors first reported a position in UTZ in Q4 2022 and has held it in 15 quarters since. The position peaked at $449K in Q1 2024. 235 funds tracked by Wall St. Rank hold UTZ as of Q2 2026.

  • Beacon Investment Advisors held 22,450 shares of Utz Brands worth $173K as of Q2 2026.
  • Beacon Investment Advisors bought 109 Utz Brands shares in Q2 2026, an estimated $813.
  • Utz Brands made up 0.05% of Beacon Investment Advisors's portfolio in Q2 2026, its #176 holding.
  • Beacon Investment Advisors first reported a position in Utz Brands in Q4 2022 and has held it in 15 quarters since.
  • Beacon Investment Advisors's Utz Brands position peaked at $449K in Q1 2024.
  • 235 funds tracked by Wall St. Rank held Utz Brands as of Q2 2026.

Based on Beacon Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.