HWM
UTZ icon

Hemington Wealth Management’s Utz Brands UTZ Stock Holding History

Hemington Wealth Management’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
Q3 		$0 Sell
6
-5
-45% -$66 ﹤0.01% 1736
2025
Q2 		$0 Sell
11
-16
-59% -$209 ﹤0.01% 1724
2025
Q1 		$0 Buy
27
+13
+93% +$179 ﹤0.01% 1765
2024
Q4 		$0 Buy
14
+2
+17% +$34 ﹤0.01% 1797
2024
Q3 		$0 Buy
+12
New +$199 ﹤0.01% 1755

Other funds holding UTZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Hemington Wealth Management's UTZ Position: Q3 2025 in Review

Hemington Wealth Management reduced its Utz Brands (UTZ) stake by 45% in Q3 2025, selling an estimated $66 and leaving 6 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1736.

Hemington Wealth Management first reported a position in UTZ in Q3 2024 and has held it in 5 quarters since. 239 funds tracked by Wall St. Rank hold UTZ as of Q3 2025.

  • Hemington Wealth Management held 6 shares of Utz Brands worth $0 as of Q3 2025.
  • Hemington Wealth Management sold 5 Utz Brands shares in Q3 2025, an estimated $66.
  • Utz Brands made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1736 holding.
  • Hemington Wealth Management first reported a position in Utz Brands in Q3 2024 and has held it in 5 quarters since.
  • 239 funds tracked by Wall St. Rank held Utz Brands as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.