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Cornerstone Financial Management’s Utz Brands UTZ Stock Holding History

Cornerstone Financial Management’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 		$647 Buy
+84
New +$627 ﹤0.01% 1241
2026
Q1 		– Sell
-48
Closed -$498 – 1395
2025
Q4 		$498 Buy
+48
New +$518 ﹤0.01% 1175

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

Cornerstone Financial Management's UTZ Position: Q2 2026 in Review

Cornerstone Financial Management opened a new position in Utz Brands (UTZ) in Q2 2026: 84 shares worth $647. The stake represents ﹤0.01% of the portfolio and ranks #1241 among its holdings. This is a return to the name: Cornerstone Financial Management previously reported a position in UTZ as recently as Q4 2025.

Cornerstone Financial Management first reported a position in UTZ in Q4 2025 and has held it in 2 quarters since. 234 funds tracked by Wall St. Rank hold UTZ as of Q2 2026.

  • Cornerstone Financial Management held 84 shares of Utz Brands worth $647 as of Q2 2026.
  • Utz Brands was a new Cornerstone Financial Management position in Q2 2026.
  • Utz Brands made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #1241 holding.
  • Cornerstone Financial Management first reported a position in Utz Brands in Q4 2025 and has held it in 2 quarters since.
  • 234 funds tracked by Wall St. Rank held Utz Brands as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.