EverSource Wealth Advisors’s Utz Brands UTZ Stock Holding History

EverSource Wealth Advisors’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	$7.76K	Buy	1,008 +513	+104%	+$3.83K	﹤0.01%	3059
2026 Q1	$3.92K	Buy	495 +336	+211%	+$3.12K	﹤0.01%	3376
2025 Q4	$1.65K	Sell	159 -1,018	-86%	-$11K	﹤0.01%	3563
2025 Q3	$14.3K	Sell	1,177 -37	-3%	-$490	﹤0.01%	2599
2025 Q2	$15.2K	Buy	1,214 +422	+53%	+$5.52K	﹤0.01%	2499
2025 Q1	$11.2K	Buy	792 +548	+225%	+$7.54K	﹤0.01%	2054
2024 Q4	$3.82K	Sell	244 -13	-5%	-$220	﹤0.01%	2462
2024 Q3	$4.55K	Sell	257 -223	-46%	-$3.7K	﹤0.01%	2265
2024 Q2	$7.12K	Buy	480 +471	+5,233%	+$8.48K	﹤0.01%	2049
2024 Q1	$162	Buy	+9	New	+$160	﹤0.01%	2808

Other funds holding UTZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EverSource Wealth Advisors's UTZ Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Utz Brands (UTZ) stake by 104% in Q2 2026, buying an estimated $3.83K and bringing the position to 1,008 shares worth $7.76K. The position accounts for ﹤0.01% of the portfolio, ranked #3059.

EverSource Wealth Advisors first reported a position in UTZ in Q1 2024 and has held it in 10 quarters since. The position peaked at $15.2K in Q2 2025. 235 funds tracked by Wall St. Rank hold UTZ as of Q2 2026.

EverSource Wealth Advisors held 1,008 shares of Utz Brands worth $7.76K as of Q2 2026.
EverSource Wealth Advisors bought 513 Utz Brands shares in Q2 2026, an estimated $3.83K.
Utz Brands made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3059 holding.
EverSource Wealth Advisors first reported a position in Utz Brands in Q1 2024 and has held it in 10 quarters since.
EverSource Wealth Advisors's Utz Brands position peaked at $15.2K in Q2 2025.
235 funds tracked by Wall St. Rank held Utz Brands as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.