Envestnet Asset Management
UTZ icon

Envestnet Asset Management’s Utz Brands UTZ Stock Holding History

Envestnet Asset 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 		$5.24M Sell
680,603
-56,459
-8% -$421K ﹤0.01% 2428
2026
Q1 		$5.84M Sell
737,062
-138,898
-16% -$1.29M ﹤0.01% 2209
2025
Q4 		$9.09M Sell
875,960
-72,636
-8% -$783K ﹤0.01% 1761
2025
Q3 		$11.5M Buy
948,596
+75,526
+9% +$1M ﹤0.01% 1667
2025
Q2 		$11M Buy
873,070
+22,860
+3% +$299K ﹤0.01% 1675
2025
Q1 		$12M Buy
850,210
+183,159
+27% +$2.52M ﹤0.01% 1550
2024
Q4 		$10.4M Buy
667,051
+23,776
+4% +$402K ﹤0.01% 1614
2024
Q3 		$11.4M Sell
643,275
-52,744
-8% -$876K ﹤0.01% 1545
2024
Q2 		$11.6M Buy
696,019
+14,647
+2% +$264K ﹤0.01% 1460
2024
Q1 		$12.6M Buy
681,372
+19,506
+3% +$347K ﹤0.01% 1387
2023
Q4 		$10.7M Sell
661,866
-48,299
-7% -$637K ﹤0.01% 1396
2023
Q3 		$9.54M Buy
710,165
+297,395
+72% +$4.58M ﹤0.01% 1400
2023
Q2 		$6.75M Buy
412,770
+6,672
+2% +$115K ﹤0.01% 1530
2023
Q1 		$6.69M Buy
406,098
+11,434
+3% +$189K ﹤0.01% 1495
2022
Q4 		$6.26M Sell
394,664
-2,939
-0.7% -$48.7K ﹤0.01% 1472
2022
Q3 		$6M Buy
397,603
+34,116
+9% +$553K ﹤0.01% 1430
2022
Q2 		$5.02M Buy
363,487
+181,132
+99% +$2.52M ﹤0.01% 1520
2022
Q1 		$2.69M Buy
182,355
+83,677
+85% +$1.31M ﹤0.01% 2021
2021
Q4 		$1.57M Buy
98,678
+26,752
+37% +$426K ﹤0.01% 2325
2021
Q3 		$1.23M Buy
71,926
+12,723
+21% +$259K ﹤0.01% 2403
2021
Q2 		$1.29M Buy
59,203
+17,155
+41% +$428K ﹤0.01% 2355
2021
Q1 		$1.04M Buy
42,048
+17,476
+71% +$424K ﹤0.01% 2378
2020
Q4 		$542K Buy
24,572
+1,395
+6% +$26.5K ﹤0.01% 2612
2020
Q3 		$415K Buy
+23,177
New +$352K ﹤0.01% 2571

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

Envestnet Asset Management's UTZ Position: Q2 2026 in Review

Envestnet Asset Management reduced its Utz Brands (UTZ) stake by 7.7% in Q2 2026, selling an estimated $421K and leaving 680,603 shares worth $5.24M. The position accounts for ﹤0.01% of the portfolio, ranked #2428.

Envestnet Asset Management first reported a position in UTZ in Q3 2020 and has held it in 24 quarters since. The position peaked at $12.6M in Q1 2024. 235 funds tracked by Wall St. Rank hold UTZ as of Q2 2026.

  • Envestnet Asset Management held 680,603 shares of Utz Brands worth $5.24M as of Q2 2026.
  • Envestnet Asset Management sold 56,459 Utz Brands shares in Q2 2026, an estimated $421K.
  • Utz Brands made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2428 holding.
  • Envestnet Asset Management first reported a position in Utz Brands in Q3 2020 and has held it in 24 quarters since.
  • Envestnet Asset Management's Utz Brands position peaked at $12.6M in Q1 2024.
  • 235 funds tracked by Wall St. Rank held Utz Brands as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.