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Global Financial Private Client’s Utz Brands UTZ Stock Holding History

Global Financial Private Client’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
-4
Closed -$56 – 1530
2025
Q1 		$56 Buy
4
+2
+100% +$28 ﹤0.01% 1643
2024
Q4 		$31 Buy
+2
New +$34 ﹤0.01% 1627

Other funds holding UTZ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Global Financial Private Client's UTZ Position: Q2 2025 in Review

Global Financial Private Client sold out of Utz Brands (UTZ) in Q2 2025, closing a stake of 4 shares — an estimated $56 sold.

Global Financial Private Client first reported a position in UTZ in Q4 2024 and held it in 2 quarters. The position peaked at $56 in Q1 2025. 238 funds tracked by Wall St. Rank hold UTZ as of Q2 2025.

  • Global Financial Private Client reported no remaining Utz Brands position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 4 Utz Brands shares in Q2 2025, an estimated $56.
  • Global Financial Private Client first reported a position in Utz Brands in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Utz Brands position peaked at $56 in Q1 2025.
  • 238 funds tracked by Wall St. Rank held Utz Brands as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.