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CM Wealth Advisors’s Utz Brands UTZ Stock Holding History

CM Wealth 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
2026
Q2 		$628K Buy
+81,560
New +$608K 0.11% 83
2023
Q2 		– Sell
-60,193
Closed -$1.11M – 419
2023
Q1 		$1.11M Buy
+60,193
New +$996K 0.21% 135

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 $4.87B 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 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

CM Wealth Advisors's UTZ Position: Q2 2026 in Review

CM Wealth Advisors opened a new position in Utz Brands (UTZ) in Q2 2026: 81,560 shares worth $628K. The stake represents 0.11% of the portfolio and ranks #83 among its holdings. This is a return to the name: CM Wealth Advisors previously reported a position in UTZ as recently as Q1 2023.

CM Wealth Advisors first reported a position in UTZ in Q1 2023 and has held it in 2 quarters since. The position peaked at $1.11M in Q1 2023. 234 funds tracked by Wall St. Rank hold UTZ as of Q2 2026.

  • CM Wealth Advisors held 81,560 shares of Utz Brands worth $628K as of Q2 2026.
  • Utz Brands was a new CM Wealth Advisors position in Q2 2026.
  • Utz Brands made up 0.11% of CM Wealth Advisors's portfolio in Q2 2026, its #83 holding.
  • CM Wealth Advisors first reported a position in Utz Brands in Q1 2023 and has held it in 2 quarters since.
  • CM Wealth Advisors's Utz Brands position peaked at $1.11M in Q1 2023.
  • 234 funds tracked by Wall St. Rank held Utz Brands as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.