IA
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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
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% 3344
2022
Q3 		$13K Buy
685
+37
+6% +$600 ﹤0.01% 3481
2022
Q2 		$11K Hold
648
– – ﹤0.01% 3360
2022
Q1 		$11K Buy
648
+302
+87% +$4.72K ﹤0.01% 3359
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IFP Advisors's UTZ Position: Q1 2026 in Review

IFP Advisors increased its Utz Brands (UTZ) stake by 770% in Q1 2026, buying an estimated $2.36K and bringing the position to 287 shares worth $2.27K. The position accounts for ﹤0.01% of the portfolio, ranked #3915.

IFP Advisors first reported a position in UTZ in Q3 2020 and has held it in 19 quarters since. The position peaked at $38K in Q2 2021. 226 funds tracked by Wall St. Rank hold UTZ as of Q1 2026.

  • IFP Advisors held 287 shares of Utz Brands worth $2.27K as of Q1 2026.
  • IFP Advisors bought 254 Utz Brands shares in Q1 2026, an estimated $2.36K.
  • Utz Brands made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #3915 holding.
  • IFP Advisors first reported a position in Utz Brands in Q3 2020 and has held it in 19 quarters since.
  • IFP Advisors's Utz Brands position peaked at $38K in Q2 2021.
  • 226 funds tracked by Wall St. Rank held Utz Brands as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.