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Freestone Grove Partners’s Utz Brands UTZ Stock Holding History

Freestone Grove Partners’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 		$207K Sell
26,900
-73,698
-73% -$550K ﹤0.01% 791
2026
Q1 		$797K Buy
+100,598
New +$935K 0.01% 518
2025
Q3 		– Sell
-36,363
Closed -$456K – 907
2025
Q2 		$456K Buy
36,363
+7,291
+25% +$95.4K ﹤0.01% 541
2025
Q1 		$409K Buy
29,072
+17,382
+149% +$239K ﹤0.01% 435
2024
Q4 		$183K Buy
+11,690
New +$198K ﹤0.01% 538

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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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

Freestone Grove Partners's UTZ Position: Q2 2026 in Review

Freestone Grove Partners reduced its Utz Brands (UTZ) stake by 73% in Q2 2026, selling an estimated $550K and leaving 26,900 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #791.

Freestone Grove Partners first reported a position in UTZ in Q4 2024 and has held it in 5 quarters since. The position peaked at $797K in Q1 2026. 235 funds tracked by Wall St. Rank hold UTZ as of Q2 2026.

  • Freestone Grove Partners held 26,900 shares of Utz Brands worth $207K as of Q2 2026.
  • Freestone Grove Partners sold 73,698 Utz Brands shares in Q2 2026, an estimated $550K.
  • Utz Brands made up ﹤0.01% of Freestone Grove Partners's portfolio in Q2 2026, its #791 holding.
  • Freestone Grove Partners first reported a position in Utz Brands in Q4 2024 and has held it in 5 quarters since.
  • Freestone Grove Partners's Utz Brands position peaked at $797K in Q1 2026.
  • 235 funds tracked by Wall St. Rank held Utz Brands as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.