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Heritage Family Offices’s Utz Brands UTZ Stock Holding History

Heritage Family Offices’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
Q1 		– Sell
-11,030
Closed -$114K – 240
2025
Q4 		$114K Sell
11,030
-886
-7% -$9.56K 0.05% 201
2025
Q3 		$145K Buy
+11,916
New +$158K 0.07% 195

Other funds holding UTZ

BlackRock
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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 Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Heritage Family Offices's UTZ Position: Q1 2026 in Review

Heritage Family Offices sold out of Utz Brands (UTZ) in Q1 2026, closing a stake of 11,030 shares — an estimated $114K sold.

Heritage Family Offices first reported a position in UTZ in Q3 2025 and held it in 2 quarters. The position peaked at $145K in Q3 2025. 226 funds tracked by Wall St. Rank hold UTZ as of Q1 2026.

  • Heritage Family Offices reported no remaining Utz Brands position as of Q1 2026 after selling out during the quarter.
  • Heritage Family Offices sold 11,030 Utz Brands shares in Q1 2026, an estimated $114K.
  • Heritage Family Offices first reported a position in Utz Brands in Q3 2025 and held it in 2 quarters.
  • Heritage Family Offices's Utz Brands position peaked at $145K in Q3 2025.
  • 226 funds tracked by Wall St. Rank held Utz Brands as of Q1 2026.

Based on Heritage Family Offices's 13F filing for Q1 2026, filed 8 Apr 2026.