FFO
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Fortitude Family Office’s Utz Brands UTZ Stock Holding History

Fortitude Family Office’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
Q3 		$16K Buy
1,125
+703
+167% +$9.05K ﹤0.01% 967
2026
Q2 		$3.25K Buy
422
+356
+539% +$2.65K ﹤0.01% 1278
2026
Q1 		$523 Buy
+66
New +$613 ﹤0.01% 1711
2025
Q4 		– Sell
-45
Closed -$547 – 2136
2025
Q3 		$547 Buy
45
+36
+400% +$477 ﹤0.01% 1769
2025
Q2 		$113 Buy
+9
New +$118 ﹤0.01% 2001

Other funds holding UTZ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
NOI
Newton One Investments Newark, Delaware $392M AUM 8.6% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Fortitude Family Office's UTZ Position: Q3 2026 in Review

Fortitude Family Office increased its Utz Brands (UTZ) stake by 167% in Q3 2026, buying an estimated $9.05K and bringing the position to 1,125 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #967.

Fortitude Family Office first reported a position in UTZ in Q2 2025 and has held it in 5 quarters since. 10 funds tracked by Wall St. Rank hold UTZ as of Q3 2026.

  • Fortitude Family Office held 1,125 shares of Utz Brands worth $16K as of Q3 2026.
  • Fortitude Family Office bought 703 Utz Brands shares in Q3 2026, an estimated $9.05K.
  • Utz Brands made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #967 holding.
  • Fortitude Family Office first reported a position in Utz Brands in Q2 2025 and has held it in 5 quarters since.
  • 10 funds tracked by Wall St. Rank held Utz Brands as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.