Diversify Wealth Management’s Utz Brands UTZ Stock Holding History

Diversify Wealth 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	$317K	Buy	22,533 +1,905	+9%	+$14.2K	0.01%	1023
2026 Q1	$160K	Buy	20,628 +3,936	+24%	+$36.6K	﹤0.01%	1105
2025 Q4	$173K	Buy	16,692 +4	+0%	+$43	0.01%	601
2025 Q3	$174K	Sell	16,688 -734	-4%	-$9.72K	0.01%	521
2025 Q2	$224K	Sell	17,422 -1,210	-6%	-$15.8K	0.01%	500
2025 Q1	$249K	Buy	18,632 +1,918	+11%	+$26.4K	0.02%	463
2024 Q4	$225K	Sell	16,714 -756	-4%	-$12.8K	0.02%	471
2024 Q3	$293K	Sell	17,470 -1,604	-8%	-$26.6K	0.03%	403
2024 Q2	$309K	Buy	+19,074	New	+$343K	0.04%	352

Other funds holding UTZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Diversify Wealth Management's UTZ Position: Q2 2026 in Review

Diversify Wealth Management increased its Utz Brands (UTZ) stake by 9.2% in Q2 2026, buying an estimated $14.2K and bringing the position to 22,533 shares worth $317K. The position accounts for 0.01% of the portfolio, ranked #1023.

Diversify Wealth Management first reported a position in UTZ in Q2 2024 and has held it in 9 quarters since. 235 funds tracked by Wall St. Rank hold UTZ as of Q2 2026.

Diversify Wealth Management held 22,533 shares of Utz Brands worth $317K as of Q2 2026.
Diversify Wealth Management bought 1,905 Utz Brands shares in Q2 2026, an estimated $14.2K.
Utz Brands made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1023 holding.
Diversify Wealth Management first reported a position in Utz Brands in Q2 2024 and has held it in 9 quarters since.
235 funds tracked by Wall St. Rank held Utz Brands as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.