Carson Wealth (CWM LLC)
UTZ icon

Carson Wealth (CWM LLC)’s Utz Brands UTZ Stock Holding History

Carson Wealth (CWM LLC)’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 		$91.7K Buy
11,578
+10,022
+644% +$93.1K ﹤0.01% 3346
2025
Q4 		$16K Sell
1,556
-533
-26% -$5.75K ﹤0.01% 4310
2025
Q3 		$25K Buy
2,089
+327
+19% +$4.33K ﹤0.01% 3998
2025
Q2 		$22K Buy
1,762
+162
+10% +$2.12K ﹤0.01% 3859
2025
Q1 		$23K Buy
1,600
+654
+69% +$9K ﹤0.01% 3586
2024
Q4 		$15K Buy
946
+56
+6% +$947 ﹤0.01% 3643
2024
Q3 		$16K Buy
890
+183
+26% +$3.04K ﹤0.01% 3525
2024
Q2 		$12K Buy
707
+73
+12% +$1.31K ﹤0.01% 3457
2024
Q1 		$12K Buy
634
+24
+4% +$427 ﹤0.01% 3248
2023
Q4 		$10K Buy
610
+510
+510% +$6.73K ﹤0.01% 3206
2023
Q3 		$1K Hold
100
– – ﹤0.01% 4096
2023
Q2 		$2K Hold
100
– – ﹤0.01% 3860
2023
Q1 		$2K Hold
100
– – ﹤0.01% 3708
2022
Q4 		$2K Hold
100
– – ﹤0.01% 3637
2022
Q3 		$2K Hold
100
– – ﹤0.01% 3552
2022
Q2 		$1K Buy
100
+26
+35% +$361 ﹤0.01% 3664
2022
Q1 		$1K Hold
74
– – ﹤0.01% 3425
2021
Q4 		$1K Buy
+74
New +$1.18K ﹤0.01% 3393
2021
Q2 		$10K Hold
462
– – ﹤0.01% 2122
2021
Q1 		$10K Hold
462
– – ﹤0.01% 2121
2020
Q4 		$10K Hold
462
– – ﹤0.01% 2121
2020
Q3 		$10K Hold
462
– – ﹤0.01% 2120
2020
Q2 		$10K Hold
462
– – ﹤0.01% 2119
2020
Q1 		$10K Hold
462
– – ﹤0.01% 2119
2019
Q4 		$10K Hold
462
– – ﹤0.01% 2119
2019
Q3 		$10K Hold
462
– – ﹤0.01% 2119
2019
Q2 		$10K Hold
462
– – ﹤0.01% 2119
2019
Q1 		$10K Buy
+462
New +$4.53K ﹤0.01% 2119

Other funds holding UTZ

BlackRock
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
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

Carson Wealth (CWM LLC)'s UTZ Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Utz Brands (UTZ) stake by 644% in Q1 2026, buying an estimated $93.1K and bringing the position to 11,578 shares worth $91.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3346.

Carson Wealth (CWM LLC) first reported a position in UTZ in Q1 2019 and has held it in 28 quarters since. 226 funds tracked by Wall St. Rank hold UTZ as of Q1 2026.

  • Carson Wealth (CWM LLC) held 11,578 shares of Utz Brands worth $91.7K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 10,022 Utz Brands shares in Q1 2026, an estimated $93.1K.
  • Utz Brands made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3346 holding.
  • Carson Wealth (CWM LLC) first reported a position in Utz Brands in Q1 2019 and has held it in 28 quarters since.
  • 226 funds tracked by Wall St. Rank held Utz Brands as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.