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 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 $5.72T AUM 30.48% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EverSource Wealth Advisors's UTZ Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Utz Brands (UTZ) stake by 211% in Q1 2026, buying an estimated $3.12K and bringing the position to 495 shares worth $3.92K. The position accounts for ﹤0.01% of the portfolio, ranked #3376.

EverSource Wealth Advisors first reported a position in UTZ in Q1 2024 and has held it in 9 quarters since. The position peaked at $15.2K in Q2 2025. 226 funds tracked by Wall St. Rank hold UTZ as of Q1 2026.

EverSource Wealth Advisors held 495 shares of Utz Brands worth $3.92K as of Q1 2026.
EverSource Wealth Advisors bought 336 Utz Brands shares in Q1 2026, an estimated $3.12K.
Utz Brands made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3376 holding.
EverSource Wealth Advisors first reported a position in Utz Brands in Q1 2024 and has held it in 9 quarters since.
EverSource Wealth Advisors's Utz Brands position peaked at $15.2K in Q2 2025.
226 funds tracked by Wall St. Rank held Utz Brands as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.