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Flagship Harbor Advisors’s Utz Brands UTZ Stock Holding History

Flagship Harbor 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 		– Sell
-1,035
Closed -$10.8K – 2126
2025
Q4 		$10.8K Buy
+1,035
New +$11.2K ﹤0.01% 1489
2020
Q4 		– Sell
-450
Closed -$8K – 1710
2020
Q3 		$8K Buy
450
+85
+23% +$1.29K ﹤0.01% 1405
2020
Q2 		$5K Buy
+365
New +$4.23K ﹤0.01% 1600

Other funds holding UTZ

BlackRock
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
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
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Flagship Harbor Advisors's UTZ Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of Utz Brands (UTZ) in Q1 2026, closing a stake of 1,035 shares — an estimated $10.8K sold.

Flagship Harbor Advisors first reported a position in UTZ in Q2 2020 and held it in 3 quarters. The position peaked at $10.8K in Q4 2025. 226 funds tracked by Wall St. Rank hold UTZ as of Q1 2026.

  • Flagship Harbor Advisors reported no remaining Utz Brands position as of Q1 2026 after selling out during the quarter.
  • Flagship Harbor Advisors sold 1,035 Utz Brands shares in Q1 2026, an estimated $10.8K.
  • Flagship Harbor Advisors first reported a position in Utz Brands in Q2 2020 and held it in 3 quarters.
  • Flagship Harbor Advisors's Utz Brands position peaked at $10.8K in Q4 2025.
  • 226 funds tracked by Wall St. Rank held Utz Brands as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.