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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
Q1 		$198 Buy
+25
New +$232 ﹤0.01% 1272

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
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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

Cassaday & Co Wealth Management's UTZ Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in Utz Brands (UTZ) in Q1 2026: 25 shares worth $198. The stake represents ﹤0.01% of the portfolio and ranks #1272 among its holdings.

226 funds tracked by Wall St. Rank hold UTZ as of Q1 2026.

  • Cassaday & Co Wealth Management held 25 shares of Utz Brands worth $198 as of Q1 2026.
  • Utz Brands was a new Cassaday & Co Wealth Management position in Q1 2026.
  • Utz Brands made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #1272 holding.
  • 226 funds tracked by Wall St. Rank held Utz Brands as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.