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Essential Partners’s Utz Brands UTZ Stock Holding History

Essential Partners’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 		$2.67K Sell
347
-74
-18% -$552 ﹤0.01% 1851
2026
Q1 		$3.33K Buy
+421
New +$3.91K ﹤0.01% 1772
2025
Q4 		– Sell
-7
Closed -$85 – 2924
2025
Q3 		$85 Buy
+7
New +$93 ﹤0.01% 2512

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

Essential Partners's UTZ Position: Q2 2026 in Review

Essential Partners reduced its Utz Brands (UTZ) stake by 18% in Q2 2026, selling an estimated $552 and leaving 347 shares worth $2.67K. The position accounts for ﹤0.01% of the portfolio, ranked #1851.

Essential Partners first reported a position in UTZ in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.33K in Q1 2026. 234 funds tracked by Wall St. Rank hold UTZ as of Q2 2026.

  • Essential Partners held 347 shares of Utz Brands worth $2.67K as of Q2 2026.
  • Essential Partners sold 74 Utz Brands shares in Q2 2026, an estimated $552.
  • Utz Brands made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1851 holding.
  • Essential Partners first reported a position in Utz Brands in Q3 2025 and has held it in 3 quarters since.
  • Essential Partners's Utz Brands position peaked at $3.33K in Q1 2026.
  • 234 funds tracked by Wall St. Rank held Utz Brands as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.