Focus Partners Wealth
UTZ icon

Focus Partners Wealth’s Utz Brands UTZ Stock Holding History

Focus Partners Wealth’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 		$18.4M Buy
2,389,800
+397,972
+20% +$2.97M 0.02% 532
2026
Q1 		$15.8M Buy
1,991,828
+1,336,246
+204% +$12.4M 0.02% 576
2025
Q4 		$7.91M Sell
655,582
-239
-0% -$2.58K 0.01% 784
2025
Q3 		$7.97M Buy
655,821
+26,461
+4% +$351K 0.01% 623
2025
Q2 		$7.9M Buy
629,360
+32,479
+5% +$425K 0.02% 552
2025
Q1 		$8.4M Buy
596,881
+2,621
+0.4% +$36.1K 0.02% 506
2024
Q4 		$9.31M Sell
594,260
-1,241
-0.2% -$21K 0.02% 474
2024
Q3 		$10.5M Buy
+595,501
New +$9.89M 0.03% 400

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
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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Focus Partners Wealth's UTZ Position: Q2 2026 in Review

Focus Partners Wealth increased its Utz Brands (UTZ) stake by 20% in Q2 2026, buying an estimated $2.97M and bringing the position to 2,389,800 shares worth $18.4M. The position accounts for 0.02% of the portfolio, ranked #532.

Focus Partners Wealth first reported a position in UTZ in Q3 2024 and has held it in 8 quarters since. 234 funds tracked by Wall St. Rank hold UTZ as of Q2 2026.

  • Focus Partners Wealth held 2,389,800 shares of Utz Brands worth $18.4M as of Q2 2026.
  • Focus Partners Wealth bought 397,972 Utz Brands shares in Q2 2026, an estimated $2.97M.
  • Utz Brands made up 0.02% of Focus Partners Wealth's portfolio in Q2 2026, its #532 holding.
  • Focus Partners Wealth first reported a position in Utz Brands in Q3 2024 and has held it in 8 quarters since.
  • 234 funds tracked by Wall St. Rank held Utz Brands as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.