GRP
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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
2026
Q2 		$29.3K Buy
+3,809
New +$28.4K ﹤0.01% 2844
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

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 $4.34B AUM 17.52% 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

Global Retirement Partners's UTZ Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Utz Brands (UTZ) in Q2 2026: 3,809 shares worth $29.3K. The stake represents ﹤0.01% of the portfolio and ranks #2844 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in UTZ as recently as Q4 2025.

Global Retirement Partners first reported a position in UTZ in Q2 2020 and has held it in 22 quarters since. The position peaked at $47K in Q1 2021. 235 funds tracked by Wall St. Rank hold UTZ as of Q2 2026.

  • Global Retirement Partners held 3,809 shares of Utz Brands worth $29.3K as of Q2 2026.
  • Utz Brands was a new Global Retirement Partners position in Q2 2026.
  • Utz Brands made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2844 holding.
  • Global Retirement Partners first reported a position in Utz Brands in Q2 2020 and has held it in 22 quarters since.
  • Global Retirement Partners's Utz Brands position peaked at $47K in Q1 2021.
  • 235 funds tracked by Wall St. Rank held Utz Brands as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.