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JFS Wealth Advisors’s Utz Brands UTZ Stock Holding History

JFS Wealth 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 		– Sell
-7
Closed -$74 – 1950
2025
Q4 		$74 Buy
7
+5
+250% +$54 ﹤0.01% 1892
2025
Q3 		$25 Sell
2
-1
-33% -$13 ﹤0.01% 1881
2025
Q2 		$38 Sell
3
-6
-67% -$78 ﹤0.01% 1840
2025
Q1 		$127 Hold
9
– – ﹤0.01% 1865
2024
Q4 		$141 Sell
9
-12
-57% -$203 ﹤0.01% 1867
2024
Q3 		$372 Sell
21
-9
-30% -$150 ﹤0.01% 1829
2024
Q2 		$500 Buy
30
+18
+150% +$324 ﹤0.01% 1806
2024
Q1 		$222 Buy
12
+4
+50% +$71 ﹤0.01% 1886
2023
Q4 		$130 Buy
8
+1
+14% +$13 ﹤0.01% 1942
2023
Q3 		$95 Buy
7
+2
+40% +$31 ﹤0.01% 1910
2023
Q2 		$82 Buy
5
+1
+25% +$17 ﹤0.01% 1933
2023
Q1 		$66 Buy
+4
New +$66 ﹤0.01% 1912

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

JFS Wealth Advisors's UTZ Position: Q1 2026 in Review

JFS Wealth Advisors sold out of Utz Brands (UTZ) in Q1 2026, closing a stake of 7 shares — an estimated $74 sold.

JFS Wealth Advisors first reported a position in UTZ in Q1 2023 and held it in 12 quarters. The position peaked at $500 in Q2 2024. 226 funds tracked by Wall St. Rank hold UTZ as of Q1 2026.

  • JFS Wealth Advisors reported no remaining Utz Brands position as of Q1 2026 after selling out during the quarter.
  • JFS Wealth Advisors sold 7 Utz Brands shares in Q1 2026, an estimated $74.
  • JFS Wealth Advisors first reported a position in Utz Brands in Q1 2023 and held it in 12 quarters.
  • JFS Wealth Advisors's Utz Brands position peaked at $500 in Q2 2024.
  • 226 funds tracked by Wall St. Rank held Utz Brands as of Q1 2026.

Based on JFS Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.