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Crewe Advisors’s Utz Brands UTZ Stock Holding History

Crewe 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
Q1 		– Sell
-136
Closed -$1.41K – 1158
2025
Q4 		$1.41K Hold
136
– – ﹤0.01% 941
2025
Q3 		$1.65K Buy
+136
New +$1.8K ﹤0.01% 868
2023
Q2 		– Sell
-932
Closed -$15.4K – 1014
2023
Q1 		$15.4K Hold
932
– – ﹤0.01% 480
2022
Q4 		$14.8K Hold
932
– – ﹤0.01% 474
2022
Q3 		$14K Hold
932
– – ﹤0.01% 575
2022
Q2 		$13K Buy
+932
New +$13K ﹤0.01% 543

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

Crewe Advisors's UTZ Position: Q1 2026 in Review

Crewe Advisors sold out of Utz Brands (UTZ) in Q1 2026, closing a stake of 136 shares — an estimated $1.41K sold.

Crewe Advisors first reported a position in UTZ in Q2 2022 and held it in 6 quarters. The position peaked at $15.4K in Q1 2023. 226 funds tracked by Wall St. Rank hold UTZ as of Q1 2026.

  • Crewe Advisors reported no remaining Utz Brands position as of Q1 2026 after selling out during the quarter.
  • Crewe Advisors sold 136 Utz Brands shares in Q1 2026, an estimated $1.41K.
  • Crewe Advisors first reported a position in Utz Brands in Q2 2022 and held it in 6 quarters.
  • Crewe Advisors's Utz Brands position peaked at $15.4K in Q1 2023.
  • 226 funds tracked by Wall St. Rank held Utz Brands as of Q1 2026.

Based on Crewe Advisors's 13F filing for Q1 2026, filed 7 May 2026.