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Glass Jacobson Investment Advisors’s Utz Brands UTZ Stock Holding History

Glass Jacobson Investment Advisors’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
2025
Q2 		– Sell
-200
Closed -$3.13K – 845
2025
Q1 		$3.13K Hold
200
– – ﹤0.01% 708
2024
Q4 		$3.13K Buy
+200
New +$3.38K ﹤0.01% 708
2023
Q4 		– Sell
-20
Closed -$269 – 827
2023
Q3 		$269 Buy
+20
New +$308 ﹤0.01% 782

Other funds holding UTZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Glass Jacobson Investment Advisors's UTZ Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of Utz Brands (UTZ) in Q2 2025, closing a stake of 200 shares — an estimated $3.13K sold.

Glass Jacobson Investment Advisors first reported a position in UTZ in Q3 2023 and held it in 3 quarters. The position peaked at $3.13K in Q1 2025. 238 funds tracked by Wall St. Rank hold UTZ as of Q2 2025.

  • Glass Jacobson Investment Advisors reported no remaining Utz Brands position as of Q2 2025 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 200 Utz Brands shares in Q2 2025, an estimated $3.13K.
  • Glass Jacobson Investment Advisors first reported a position in Utz Brands in Q3 2023 and held it in 3 quarters.
  • Glass Jacobson Investment Advisors's Utz Brands position peaked at $3.13K in Q1 2025.
  • 238 funds tracked by Wall St. Rank held Utz Brands as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.