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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
Q3 		$271 Sell
19
-328
-95% -$4.22K ﹤0.01% 2533
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Essential Partners's UTZ Position: Q3 2026 in Review

Essential Partners reduced its Utz Brands (UTZ) stake by 95% in Q3 2026, selling an estimated $4.22K and leaving 19 shares worth $271. The position accounts for ﹤0.01% of the portfolio, ranked #2533.

Essential Partners first reported a position in UTZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.33K in Q1 2026. 8 funds tracked by Wall St. Rank hold UTZ as of Q3 2026.

  • Essential Partners held 19 shares of Utz Brands worth $271 as of Q3 2026.
  • Essential Partners sold 328 Utz Brands shares in Q3 2026, an estimated $4.22K.
  • Utz Brands made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2533 holding.
  • Essential Partners first reported a position in Utz Brands in Q3 2025 and has held it in 4 quarters since.
  • Essential Partners's Utz Brands position peaked at $3.33K in Q1 2026.
  • 8 funds tracked by Wall St. Rank held Utz Brands as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.