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UTZ icon

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
Q2 		$0 Sell
38
-1
-3% -$7 ﹤0.01% 2865
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 $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

Covestor's UTZ Position: Q2 2026 in Review

Covestor reduced its Utz Brands (UTZ) stake by 2.6% in Q2 2026, selling an estimated $7 and leaving 38 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2865.

Covestor first reported a position in UTZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $2K in Q4 2024. 235 funds tracked by Wall St. Rank hold UTZ as of Q2 2026.

  • Covestor held 38 shares of Utz Brands worth $0 as of Q2 2026.
  • Covestor sold 1 Utz Brands share in Q2 2026, an estimated $7.
  • Utz Brands made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2865 holding.
  • Covestor first reported a position in Utz Brands in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Utz Brands position peaked at $2K in Q4 2024.
  • 235 funds tracked by Wall St. Rank held Utz Brands as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.