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Global Retirement Partners’s Utz Brands UTZ Stock Holding History

Global Retirement 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
2025
Q4 		$34.7K Buy
3,343
+2,714
+431% +$29.3K ﹤0.01% 2574
2025
Q3 		$7.64K Buy
629
+154
+32% +$2.04K ﹤0.01% 2800
2025
Q2 		$5.96K Buy
+475
New +$6.21K ﹤0.01% 2828
2024
Q4 		$5.31K Hold
339
– – ﹤0.01% 2653
2024
Q3 		$6K Hold
339
– – ﹤0.01% 2486
2024
Q2 		$5.64K Sell
339
-41
-11% -$738 ﹤0.01% 2561
2024
Q1 		$7.01K Hold
380
– – ﹤0.01% 2270
2023
Q4 		$6.26K Buy
380
+172
+83% +$2.27K ﹤0.01% 2236
2023
Q3 		$2.7K Buy
208
+31
+18% +$478 ﹤0.01% 2419
2023
Q2 		$2.9K Hold
177
– – ﹤0.01% 2402
2023
Q1 		$3.3K Buy
177
+41
+30% +$678 ﹤0.01% 2316
2022
Q4 		$2.16K Hold
136
– – ﹤0.01% 2335
2022
Q3 		$2K Hold
136
– – ﹤0.01% 2324
2022
Q2 		$2K Hold
136
– – ﹤0.01% 2288
2022
Q1 		$2K Buy
+136
New +$2.13K ﹤0.01% 2255
2021
Q4 		– Sell
-1,738
Closed -$30K – 1719
2021
Q3 		$30K Hold
1,738
– – ﹤0.01% 1057
2021
Q2 		$38K Sell
1,738
-146
-8% -$3.65K ﹤0.01% 973
2021
Q1 		$47K Buy
1,884
+22
+1% +$534 0.01% 821
2020
Q4 		$41K Hold
1,862
– – 0.01% 799
2020
Q3 		$33K Buy
1,862
+213
+13% +$3.23K ﹤0.01% 759
2020
Q2 		$23K Buy
+1,649
New +$19.1K ﹤0.01% 863

Other funds holding UTZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Global Retirement Partners's UTZ Position: Q4 2025 in Review

Global Retirement Partners increased its Utz Brands (UTZ) stake by 431% in Q4 2025, buying an estimated $29.3K and bringing the position to 3,343 shares worth $34.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2574.

Global Retirement Partners first reported a position in UTZ in Q2 2020 and has held it in 21 quarters since. The position peaked at $47K in Q1 2021. 229 funds tracked by Wall St. Rank hold UTZ as of Q4 2025.

  • Global Retirement Partners held 3,343 shares of Utz Brands worth $34.7K as of Q4 2025.
  • Global Retirement Partners bought 2,714 Utz Brands shares in Q4 2025, an estimated $29.3K.
  • Utz Brands made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2574 holding.
  • Global Retirement Partners first reported a position in Utz Brands in Q2 2020 and has held it in 21 quarters since.
  • Global Retirement Partners's Utz Brands position peaked at $47K in Q1 2021.
  • 229 funds tracked by Wall St. Rank held Utz Brands as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.