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 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 $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 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 Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Diversify Wealth Management's UTZ Position: Q1 2026 in Review

Diversify Wealth Management increased its Utz Brands (UTZ) stake by 24% in Q1 2026, buying an estimated $36.6K and bringing the position to 20,628 shares worth $160K. The position accounts for ﹤0.01% of the portfolio, ranked #1105.

Diversify Wealth Management first reported a position in UTZ in Q2 2024 and has held it in 8 quarters since. The position peaked at $309K in Q2 2024. 226 funds tracked by Wall St. Rank hold UTZ as of Q1 2026.

Diversify Wealth Management held 20,628 shares of Utz Brands worth $160K as of Q1 2026.
Diversify Wealth Management bought 3,936 Utz Brands shares in Q1 2026, an estimated $36.6K.
Utz Brands made up ﹤0.01% of Diversify Wealth Management's portfolio in Q1 2026, its #1105 holding.
Diversify Wealth Management first reported a position in Utz Brands in Q2 2024 and has held it in 8 quarters since.
Diversify Wealth Management's Utz Brands position peaked at $309K in Q2 2024.
226 funds tracked by Wall St. Rank held Utz Brands as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.