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
Q2 		$155K Buy
20,079
+4,586
+30% +$34.2K ﹤0.01% 3126
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cerity Partners's UTZ Position: Q2 2026 in Review

Cerity Partners increased its Utz Brands (UTZ) stake by 30% in Q2 2026, buying an estimated $34.2K and bringing the position to 20,079 shares worth $155K. The position accounts for ﹤0.01% of the portfolio, ranked #3126.

Cerity Partners first reported a position in UTZ in Q1 2022 and has held it in 17 quarters since. The position peaked at $299K in Q1 2023. 235 funds tracked by Wall St. Rank hold UTZ as of Q2 2026.

  • Cerity Partners held 20,079 shares of Utz Brands worth $155K as of Q2 2026.
  • Cerity Partners bought 4,586 Utz Brands shares in Q2 2026, an estimated $34.2K.
  • Utz Brands made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #3126 holding.
  • Cerity Partners first reported a position in Utz Brands in Q1 2022 and has held it in 17 quarters since.
  • Cerity Partners's Utz Brands position peaked at $299K in Q1 2023.
  • 235 funds tracked by Wall St. Rank held Utz Brands as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.