Envestnet Portfolio Solutions
UTZ icon

Envestnet Portfolio Solutions’s Utz Brands UTZ Stock Holding History

Envestnet Portfolio Solutions’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
2025
Q4 		– Sell
-12,792
Closed -$155K – 1556
2025
Q3 		$155K Sell
12,792
-474
-4% -$6.28K ﹤0.01% 1427
2025
Q2 		$166K Sell
13,266
-1,110
-8% -$14.5K ﹤0.01% 1507
2025
Q1 		$202K Buy
14,376
+2,408
+20% +$33.1K ﹤0.01% 1502
2024
Q4 		$187K Buy
11,968
+580
+5% +$9.8K ﹤0.01% 1700
2024
Q3 		$202K Sell
11,388
-450
-4% -$7.47K ﹤0.01% 1653
2024
Q2 		$197K Buy
11,838
+1,228
+12% +$22.1K ﹤0.01% 1592
2024
Q1 		$196K Buy
+10,610
New +$189K ﹤0.01% 1568
2023
Q4 		– Sell
-12,244
Closed -$164K – 1605
2023
Q3 		$164K Buy
+12,244
New +$189K ﹤0.01% 1447

Other funds holding UTZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Envestnet Portfolio Solutions's UTZ Position: Q4 2025 in Review

Envestnet Portfolio Solutions sold out of Utz Brands (UTZ) in Q4 2025, closing a stake of 12,792 shares — an estimated $155K sold.

Envestnet Portfolio Solutions first reported a position in UTZ in Q3 2023 and held it in 8 quarters. The position peaked at $202K in Q1 2025. 229 funds tracked by Wall St. Rank hold UTZ as of Q4 2025.

  • Envestnet Portfolio Solutions reported no remaining Utz Brands position as of Q4 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 12,792 Utz Brands shares in Q4 2025, an estimated $155K.
  • Envestnet Portfolio Solutions first reported a position in Utz Brands in Q3 2023 and held it in 8 quarters.
  • Envestnet Portfolio Solutions's Utz Brands position peaked at $202K in Q1 2025.
  • 229 funds tracked by Wall St. Rank held Utz Brands as of Q4 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q4 2025, filed 6 Feb 2026.