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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
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 $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

Freestone Grove Partners's UTZ Position: Q1 2026 in Review

Freestone Grove Partners opened a new position in Utz Brands (UTZ) in Q1 2026: 100,598 shares worth $797K. The stake represents 0.01% of the portfolio and ranks #518 among its holdings. This is a return to the name: Freestone Grove Partners previously reported a position in UTZ as recently as Q2 2025.

Freestone Grove Partners first reported a position in UTZ in Q4 2024 and has held it in 4 quarters since. 226 funds tracked by Wall St. Rank hold UTZ as of Q1 2026.

  • Freestone Grove Partners held 100,598 shares of Utz Brands worth $797K as of Q1 2026.
  • Utz Brands was a new Freestone Grove Partners position in Q1 2026.
  • Utz Brands made up 0.01% of Freestone Grove Partners's portfolio in Q1 2026, its #518 holding.
  • Freestone Grove Partners first reported a position in Utz Brands in Q4 2024 and has held it in 4 quarters since.
  • 226 funds tracked by Wall St. Rank held Utz Brands as of Q1 2026.

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