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Cassaday & Co Wealth Management’s Utz Brands UTZ Stock Holding History

Cassaday & Co Wealth Management’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 		– Sell
-25
Closed -$198 – 1430
2026
Q1 		$198 Buy
+25
New +$232 ﹤0.01% 1272

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Cassaday & Co Wealth Management's UTZ Position: Q2 2026 in Review

Cassaday & Co Wealth Management sold out of Utz Brands (UTZ) in Q2 2026, closing a stake of 25 shares — an estimated $198 sold.

Cassaday & Co Wealth Management first reported a position in UTZ in Q1 2026 and held it in 1 quarter. The position peaked at $198 in Q1 2026. 235 funds tracked by Wall St. Rank hold UTZ as of Q2 2026.

  • Cassaday & Co Wealth Management reported no remaining Utz Brands position as of Q2 2026 after selling out during the quarter.
  • Cassaday & Co Wealth Management sold 25 Utz Brands shares in Q2 2026, an estimated $198.
  • Cassaday & Co Wealth Management first reported a position in Utz Brands in Q1 2026 and held it in 1 quarter.
  • Cassaday & Co Wealth Management's Utz Brands position peaked at $198 in Q1 2026.
  • 235 funds tracked by Wall St. Rank held Utz Brands as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.