Cerity Partners
UTZ icon

Cerity Partners’s Utz Brands UTZ Stock Holding History

Cerity Partners’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 		$123K Buy
15,493
+5,260
+51% +$48.9K ﹤0.01% 2992
2025
Q4 		$106K Sell
10,233
-414
-4% -$4.47K ﹤0.01% 2737
2025
Q3 		$129K Sell
10,647
-14
-0.1% -$185 ﹤0.01% 2590
2025
Q2 		$134K Sell
10,661
-501
-4% -$6.55K ﹤0.01% 2435
2025
Q1 		$157K Sell
11,162
-123
-1% -$1.69K ﹤0.01% 2264
2024
Q4 		$179K Buy
11,285
+35
+0.3% +$592 ﹤0.01% 2255
2024
Q3 		$199K Buy
11,250
+285
+3% +$4.73K ﹤0.01% 2320
2024
Q2 		$182K Buy
10,965
+51
+0.5% +$918 ﹤0.01% 2043
2024
Q1 		$201K Buy
10,914
+650
+6% +$11.6K ﹤0.01% 2107
2023
Q4 		$167K Buy
+10,264
New +$135K ﹤0.01% 1746
2023
Q3 		– Sell
-18,180
Closed -$297K – 1712
2023
Q2 		$297K Buy
18,180
+32
+0.2% +$549 ﹤0.01% 1399
2023
Q1 		$299K Buy
18,148
+35
+0.2% +$579 ﹤0.01% 1531
2022
Q4 		$287K Sell
18,113
-962
-5% -$15.9K ﹤0.01% 1156
2022
Q3 		$288K Sell
19,075
-1,012
-5% -$16.4K ﹤0.01% 912
2022
Q2 		$278K Buy
20,087
+2,537
+14% +$35.3K ﹤0.01% 937
2022
Q1 		$259K Buy
+17,550
New +$274K ﹤0.01% 784

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

Cerity Partners's UTZ Position: Q1 2026 in Review

Cerity Partners increased its Utz Brands (UTZ) stake by 51% in Q1 2026, buying an estimated $48.9K and bringing the position to 15,493 shares worth $123K. The position accounts for ﹤0.01% of the portfolio, ranked #2992.

Cerity Partners first reported a position in UTZ in Q1 2022 and has held it in 16 quarters since. The position peaked at $299K in Q1 2023. 226 funds tracked by Wall St. Rank hold UTZ as of Q1 2026.

  • Cerity Partners held 15,493 shares of Utz Brands worth $123K as of Q1 2026.
  • Cerity Partners bought 5,260 Utz Brands shares in Q1 2026, an estimated $48.9K.
  • Utz Brands made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2992 holding.
  • Cerity Partners first reported a position in Utz Brands in Q1 2022 and has held it in 16 quarters since.
  • Cerity Partners's Utz Brands position peaked at $299K in Q1 2023.
  • 226 funds tracked by Wall St. Rank held Utz Brands as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.