CAPTRUST Financial Advisors’s Utz Brands UTZ Stock Holding History

CAPTRUST Financial 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	$83K	Buy	+10,481	New	+$97.4K	﹤0.01%	2834
2024 Q1	–	Sell	-20,131	Closed	-$327K	–	2658
2023 Q4	$327K	Sell	20,131 -22,470	-53%	-$297K	﹤0.01%	2053
2023 Q3	$572K	Buy	42,601 +4,023	+10%	+$62K	﹤0.01%	1564
2023 Q2	$631K	Buy	+38,578	New	+$662K	﹤0.01%	1490
2022 Q3	–	Sell	-8,340	Closed	-$116K	–	3974
2022 Q2	$116K	Buy	8,340 +93	+1%	+$1.29K	﹤0.01%	2099
2022 Q1	$122K	Sell	8,247 -19	-0.2%	-$297	﹤0.01%	2121
2021 Q4	$132K	Sell	8,266 -2,504	-23%	-$39.9K	﹤0.01%	1947
2021 Q3	$185K	Buy	10,770 +1,359	+14%	+$27.6K	﹤0.01%	1619
2021 Q2	$206K	Buy	9,411 +4,820	+105%	+$120K	﹤0.01%	1499
2021 Q1	$114K	Buy	4,591 +3,591	+359%	+$87.1K	﹤0.01%	1868
2020 Q4	$22K	Buy	+1,000	New	+$19K	﹤0.01%	2209

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

CAPTRUST Financial Advisors's UTZ Position: Q1 2026 in Review

CAPTRUST Financial Advisors opened a new position in Utz Brands (UTZ) in Q1 2026: 10,481 shares worth $83K. The stake represents ﹤0.01% of the portfolio and ranks #2834 among its holdings. This is a return to the name: CAPTRUST Financial Advisors previously reported a position in UTZ as recently as Q4 2023.

CAPTRUST Financial Advisors first reported a position in UTZ in Q4 2020 and has held it in 11 quarters since. The position peaked at $631K in Q2 2023. 226 funds tracked by Wall St. Rank hold UTZ as of Q1 2026.

CAPTRUST Financial Advisors held 10,481 shares of Utz Brands worth $83K as of Q1 2026.
Utz Brands was a new CAPTRUST Financial Advisors position in Q1 2026.
Utz Brands made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2834 holding.
CAPTRUST Financial Advisors first reported a position in Utz Brands in Q4 2020 and has held it in 11 quarters since.
CAPTRUST Financial Advisors's Utz Brands position peaked at $631K in Q2 2023.
226 funds tracked by Wall St. Rank held Utz Brands as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.