Clearstead Advisors’s Utz Brands UTZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$748 Buy
+97
New +$723 ﹤0.01% 2797
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

Clearstead Advisors's UTZ Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Utz Brands (UTZ) in Q2 2026: 97 shares worth $748. The stake represents ﹤0.01% of the portfolio and ranks #2797 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in UTZ as recently as Q3 2025.

Clearstead Advisors first reported a position in UTZ in Q1 2022 and has held it in 3 quarters since. The position peaked at $2K in Q1 2022. 235 funds tracked by Wall St. Rank hold UTZ as of Q2 2026.

  • Clearstead Advisors held 97 shares of Utz Brands worth $748 as of Q2 2026.
  • Utz Brands was a new Clearstead Advisors position in Q2 2026.
  • Utz Brands made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2797 holding.
  • Clearstead Advisors first reported a position in Utz Brands in Q1 2022 and has held it in 3 quarters since.
  • Clearstead Advisors's Utz Brands position peaked at $2K in Q1 2022.
  • 235 funds tracked by Wall St. Rank held Utz Brands as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.