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 Q2	$151K	Buy	19,613 +9,132	+87%	+$68.1K	﹤0.01%	2956
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 $6.73T AUM 46.02% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CAPTRUST Financial Advisors's UTZ Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Utz Brands (UTZ) stake by 87% in Q2 2026, buying an estimated $68.1K and bringing the position to 19,613 shares worth $151K. The position accounts for ﹤0.01% of the portfolio, ranked #2956.

CAPTRUST Financial Advisors first reported a position in UTZ in Q4 2020 and has held it in 12 quarters since. The position peaked at $631K in Q2 2023. 235 funds tracked by Wall St. Rank hold UTZ as of Q2 2026.

CAPTRUST Financial Advisors held 19,613 shares of Utz Brands worth $151K as of Q2 2026.
CAPTRUST Financial Advisors bought 9,132 Utz Brands shares in Q2 2026, an estimated $68.1K.
Utz Brands made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2956 holding.
CAPTRUST Financial Advisors first reported a position in Utz Brands in Q4 2020 and has held it in 12 quarters since.
CAPTRUST Financial Advisors's Utz Brands position peaked at $631K in Q2 2023.
235 funds tracked by Wall St. Rank held Utz Brands as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.