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Clearstead Advisors’s Utz Brands UTZ Stock Holding History

Clearstead Advisors’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
2025
Q4 		– Sell
-68
Closed -$827 – 3263
2025
Q3 		$827 Buy
+68
New +$901 ﹤0.01% 2649
2022
Q2 		– Sell
-133
Closed -$2K – 1459
2022
Q1 		$2K Buy
+133
New +$2.08K ﹤0.01% 1243

Other funds holding UTZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Clearstead Advisors's UTZ Position: Q4 2025 in Review

Clearstead Advisors sold out of Utz Brands (UTZ) in Q4 2025, closing a stake of 68 shares — an estimated $827 sold.

Clearstead Advisors first reported a position in UTZ in Q1 2022 and held it in 2 quarters. The position peaked at $2K in Q1 2022. 229 funds tracked by Wall St. Rank hold UTZ as of Q4 2025.

  • Clearstead Advisors reported no remaining Utz Brands position as of Q4 2025 after selling out during the quarter.
  • Clearstead Advisors sold 68 Utz Brands shares in Q4 2025, an estimated $827.
  • Clearstead Advisors first reported a position in Utz Brands in Q1 2022 and held it in 2 quarters.
  • Clearstead Advisors's Utz Brands position peaked at $2K in Q1 2022.
  • 229 funds tracked by Wall St. Rank held Utz Brands as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.