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CBIZ Investment Advisory Services’s Utz Brands UTZ Stock Holding History

CBIZ Investment Advisory Services’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 		– Sell
-2,561
Closed -$26.7K – 724
2025
Q4 		$26.7K Buy
2,561
+394
+18% +$4.25K ﹤0.01% 223
2025
Q3 		$26.4K Buy
2,167
+306
+16% +$4.05K ﹤0.01% 208
2025
Q2 		$23.5K Buy
1,861
+5
+0.3% +$65 ﹤0.01% 244
2025
Q1 		$26.1K Sell
1,856
-15
-0.8% -$206 ﹤0.01% 190
2024
Q4 		$29.4K Buy
1,871
+522
+39% +$8.82K ﹤0.01% 157
2024
Q3 		$24K Buy
1,349
+91
+7% +$1.51K ﹤0.01% 162
2024
Q2 		$21K Sell
1,258
-20
-2% -$360 ﹤0.01% 160
2024
Q1 		$23.6K Buy
+1,278
New +$22.7K ﹤0.01% 152

Other funds holding UTZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CBIZ Investment Advisory Services's UTZ Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Utz Brands (UTZ) in Q1 2026, closing a stake of 2,561 shares — an estimated $26.7K sold.

CBIZ Investment Advisory Services first reported a position in UTZ in Q1 2024 and held it in 8 quarters. The position peaked at $29.4K in Q4 2024. 226 funds tracked by Wall St. Rank hold UTZ as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Utz Brands position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 2,561 Utz Brands shares in Q1 2026, an estimated $26.7K.
  • CBIZ Investment Advisory Services first reported a position in Utz Brands in Q1 2024 and held it in 8 quarters.
  • CBIZ Investment Advisory Services's Utz Brands position peaked at $29.4K in Q4 2024.
  • 226 funds tracked by Wall St. Rank held Utz Brands as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.