IFP Advisors
UTZ icon

IFP Advisors’s Utz Brands UTZ Stock Holding History

IFP Advisors’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
Q3 		$684 Sell
48
-177
-79% -$2.28K ﹤0.01% 4596
2026
Q2 		$1.73K Sell
225
-62
-22% -$462 ﹤0.01% 4299
2026
Q1 		$2.27K Buy
287
+254
+770% +$2.36K ﹤0.01% 3915
2025
Q4 		$343 Buy
33
+2
+6% +$22 ﹤0.01% 4370
2025
Q3 		$377 Buy
31
+19
+158% +$252 ﹤0.01% 4253
2025
Q2 		$703 Buy
+12
New +$157 ﹤0.01% 4333
2025
Q1 		– Hold
0
– – – 3582
2024
Q4 		– Hold
0
– – – 3554
2024
Q2 		– Sell
-90
Closed -$1.66K – 3350
2024
Q1 		$1.66K Hold
90
– – ﹤0.01% 2747
2023
Q4 		$1.46K Sell
90
-100
-53% -$1.32K ﹤0.01% 2750
2023
Q3 		$2.55K Hold
190
– – ﹤0.01% 2763
2023
Q2 		$3.11K Hold
190
– – ﹤0.01% 2718
2023
Q1 		$3.5K Sell
190
-409
-68% -$6.77K ﹤0.01% 2704
2022
Q4 		$11K Sell
599
-86
-13% -$1.43K ﹤0.01% 3343
2022
Q3 		$13K Buy
685
+37
+6% +$600 ﹤0.01% 3480
2022
Q2 		$11K Hold
648
– – ﹤0.01% 3360
2022
Q1 		$11K Buy
648
+302
+87% +$4.72K ﹤0.01% 3357
2021
Q4 		$6K Sell
346
-1,374
-80% -$21.9K ﹤0.01% 2438
2021
Q3 		$30K Hold
1,720
– – ﹤0.01% 1804
2021
Q2 		$38K Buy
1,720
+500
+41% +$12.5K ﹤0.01% 1645
2021
Q1 		$30K Hold
1,220
– – ﹤0.01% 1672
2020
Q4 		$27K Buy
1,220
+100
+9% +$1.9K ﹤0.01% 1685
2020
Q3 		$20K Buy
+1,120
New +$17K ﹤0.01% 1655

Other funds holding UTZ

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Trust Capital Management
First Trust Capital Management Chicago, Illinois $2.08B AUM 59.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
New York Life Investment Management
New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Sageworth Trust
Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.53% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

IFP Advisors's UTZ Position: Q3 2026 in Review

IFP Advisors reduced its Utz Brands (UTZ) stake by 79% in Q3 2026, selling an estimated $2.28K and leaving 48 shares worth $684. The position accounts for ﹤0.01% of the portfolio, ranked #4596.

IFP Advisors first reported a position in UTZ in Q3 2020 and has held it in 21 quarters since. The position peaked at $38K in Q2 2021. 78 funds tracked by Wall St. Rank hold UTZ as of Q3 2026.

  • IFP Advisors held 48 shares of Utz Brands worth $684 as of Q3 2026.
  • IFP Advisors sold 177 Utz Brands shares in Q3 2026, an estimated $2.28K.
  • Utz Brands made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4596 holding.
  • IFP Advisors first reported a position in Utz Brands in Q3 2020 and has held it in 21 quarters since.
  • IFP Advisors's Utz Brands position peaked at $38K in Q2 2021.
  • 78 funds tracked by Wall St. Rank held Utz Brands as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.