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
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 $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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Focus Partners Wealth's UTZ Position: Q1 2026 in Review

Focus Partners Wealth increased its Utz Brands (UTZ) stake by 204% in Q1 2026, buying an estimated $12.4M and bringing the position to 1,991,828 shares worth $15.8M. The position accounts for 0.02% of the portfolio, ranked #576.

Focus Partners Wealth first reported a position in UTZ in Q3 2024 and has held it in 7 quarters since. 226 funds tracked by Wall St. Rank hold UTZ as of Q1 2026.

  • Focus Partners Wealth held 1,991,828 shares of Utz Brands worth $15.8M as of Q1 2026.
  • Focus Partners Wealth bought 1,336,246 Utz Brands shares in Q1 2026, an estimated $12.4M.
  • Utz Brands made up 0.02% of Focus Partners Wealth's portfolio in Q1 2026, its #576 holding.
  • Focus Partners Wealth first reported a position in Utz Brands in Q3 2024 and has held it in 7 quarters since.
  • 226 funds tracked by Wall St. Rank held Utz Brands as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.