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Covestor’s Utz Brands UTZ Stock Holding History

Covestor’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
Q1 		$0 Sell
39
-60
-61% -$557 ﹤0.01% 2800
2025
Q4 		$1K Buy
99
+3
+3% +$32 ﹤0.01% 2186
2025
Q3 		$1K Buy
96
+21
+28% +$278 ﹤0.01% 2199
2025
Q2 		$1K Buy
75
+68
+971% +$890 ﹤0.01% 2114
2025
Q1 		$0 Sell
7
-130
-95% -$1.79K ﹤0.01% 2757
2024
Q4 		$2K Buy
137
+131
+2,183% +$2.21K ﹤0.01% 1948
2024
Q3 		$0 Sell
6
-1
-14% -$17 ﹤0.01% 2806
2024
Q2 		$0 Hold
7
– – ﹤0.01% 2792
2024
Q1 		$0 Hold
7
– – ﹤0.01% 2778
2023
Q4 		$0 Sell
7
-1
-13% -$13 ﹤0.01% 2754
2023
Q3 		$0 Sell
8
-1
-11% -$15 ﹤0.01% 2749
2023
Q2 		$0 Sell
9
-1
-10% -$17 ﹤0.01% 2686
2023
Q1 		$0 Hold
10
– – ﹤0.01% 2617
2022
Q4 		$0 Hold
10
– – ﹤0.01% 2637
2022
Q3 		$0 Sell
10
-14
-58% -$227 ﹤0.01% 2645
2022
Q2 		$0 Sell
24
-14
-37% -$195 ﹤0.01% 2393
2022
Q1 		$1K Buy
38
+10
+36% +$156 ﹤0.01% 1977
2021
Q4 		$0 Buy
+28
New +$446 ﹤0.01% 2313

Other funds holding UTZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Covestor's UTZ Position: Q1 2026 in Review

Covestor reduced its Utz Brands (UTZ) stake by 61% in Q1 2026, selling an estimated $557 and leaving 39 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2800.

Covestor first reported a position in UTZ in Q4 2021 and has held it in 18 quarters since. The position peaked at $2K in Q4 2024. 226 funds tracked by Wall St. Rank hold UTZ as of Q1 2026.

  • Covestor held 39 shares of Utz Brands worth $0 as of Q1 2026.
  • Covestor sold 60 Utz Brands shares in Q1 2026, an estimated $557.
  • Utz Brands made up ﹤0.01% of Covestor's portfolio in Q1 2026, its #2800 holding.
  • Covestor first reported a position in Utz Brands in Q4 2021 and has held it in 18 quarters since.
  • Covestor's Utz Brands position peaked at $2K in Q4 2024.
  • 226 funds tracked by Wall St. Rank held Utz Brands as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.