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Harbor Investment Advisory’s Utz Brands UTZ Stock Holding History

Harbor Investment Advisory’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 		$39 Hold
5
– – ﹤0.01% 1304
2026
Q1 		$40 Hold
5
– – ﹤0.01% 1222
2025
Q4 		$52 Sell
5
-5,311
-100% -$57.3K ﹤0.01% 1215
2025
Q3 		$64.6K Sell
5,316
-165
-3% -$2.19K 0.01% 589
2025
Q2 		$68.8K Buy
5,481
+1,497
+38% +$19.6K 0.01% 570
2025
Q1 		$56.1K Sell
3,984
-100
-2% -$1.38K 0.01% 583
2024
Q4 		$64K Hold
4,084
– – 0.01% 547
2024
Q3 		$72.3K Sell
4,084
-979
-19% -$16.3K 0.01% 527
2024
Q2 		$84.2K Sell
5,063
-987
-16% -$17.8K 0.01% 481
2024
Q1 		$112K Sell
6,050
-838
-12% -$14.9K 0.01% 426
2023
Q4 		$112K Hold
6,888
– – 0.01% 400
2023
Q3 		$92.5K Hold
6,888
– – 0.01% 412
2023
Q2 		$113K Hold
6,888
– – 0.02% 468
2023
Q1 		$113K Buy
6,888
+1,853
+37% +$30.7K 0.02% 463
2022
Q4 		$79.9K Hold
5,035
– – 0.01% 548
2022
Q3 		$76K Hold
5,035
– – 0.01% 542
2022
Q2 		$70K Hold
5,035
– – 0.01% 597
2022
Q1 		$74K Buy
5,035
+2,286
+83% +$35.7K 0.01% 621
2021
Q4 		$44K Buy
2,749
+2,479
+918% +$39.5K 0.01% 779
2021
Q3 		$5K Hold
270
– – ﹤0.01% 1155
2021
Q2 		$6K Hold
270
– – ﹤0.01% 1089
2021
Q1 		$7K Hold
270
– – ﹤0.01% 1046
2020
Q4 		$6K Buy
+270
New +$5.13K ﹤0.01% 1006

Other funds holding UTZ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FBT
First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Harbor Investment Advisory's UTZ Position: Q2 2026 in Review

Harbor Investment Advisory held its Utz Brands (UTZ) position steady in Q2 2026 at 5 shares worth $39. The position accounts for ﹤0.01% of the portfolio, ranked #1304.

Harbor Investment Advisory first reported a position in UTZ in Q4 2020 and has held it in 23 quarters since. The position peaked at $113K in Q1 2023. 12 funds tracked by Wall St. Rank hold UTZ as of Q2 2026.

  • Harbor Investment Advisory held 5 shares of Utz Brands worth $39 as of Q2 2026.
  • Harbor Investment Advisory left its Utz Brands share count unchanged in Q2 2026.
  • Utz Brands made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #1304 holding.
  • Harbor Investment Advisory first reported a position in Utz Brands in Q4 2020 and has held it in 23 quarters since.
  • Harbor Investment Advisory's Utz Brands position peaked at $113K in Q1 2023.
  • 12 funds tracked by Wall St. Rank held Utz Brands as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.