Corient Private Wealth
UTZ icon

Corient Private Wealth’s Utz Brands UTZ Stock Holding History

Corient Private Wealth’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 		$2.75M Buy
356,997
+135,239
+61% +$1.01M ﹤0.01% 1181
2026
Q1 		$1.76M Buy
+221,758
New +$2.06M ﹤0.01% 1336

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

Corient Private Wealth's UTZ Position: Q2 2026 in Review

Corient Private Wealth increased its Utz Brands (UTZ) stake by 61% in Q2 2026, buying an estimated $1.01M and bringing the position to 356,997 shares worth $2.75M. The position accounts for ﹤0.01% of the portfolio, ranked #1181.

Corient Private Wealth first reported a position in UTZ in Q1 2026 and has held it in 2 quarters since. 235 funds tracked by Wall St. Rank hold UTZ as of Q2 2026.

  • Corient Private Wealth held 356,997 shares of Utz Brands worth $2.75M as of Q2 2026.
  • Corient Private Wealth bought 135,239 Utz Brands shares in Q2 2026, an estimated $1.01M.
  • Utz Brands made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1181 holding.
  • Corient Private Wealth first reported a position in Utz Brands in Q1 2026 and has held it in 2 quarters since.
  • 235 funds tracked by Wall St. Rank held Utz Brands as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.