Kestra Advisory Services’s Utz Brands UTZ Stock Holding History

Kestra Advisory Services’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	$157K	Sell	19,878 -1,023	-5%	-$9.5K	﹤0.01%	2980
2025 Q4	$217K	Sell	20,901 -896	-4%	-$9.66K	﹤0.01%	2820
2025 Q3	$265K	Buy	21,797 +954	+5%	+$12.6K	﹤0.01%	2549
2025 Q2	$262K	Buy	20,843 +3,704	+22%	+$48.5K	﹤0.01%	2462
2025 Q1	$241K	Buy	17,139 +2,340	+16%	+$32.2K	﹤0.01%	2337
2024 Q4	$232K	Sell	14,799 -189	-1%	-$3.19K	﹤0.01%	2400
2024 Q3	$265K	Buy	14,988 +2,954	+25%	+$49.1K	﹤0.01%	2175
2024 Q2	$200K	Buy	12,034 +183	+2%	+$3.29K	﹤0.01%	2412
2024 Q1	$219K	Sell	11,851 -1,056	-8%	-$18.8K	﹤0.01%	2217
2023 Q4	$210K	Buy	+12,907	New	+$170K	﹤0.01%	2084
2023 Q1	–	Sell	-13,877	Closed	-$220K	–	2315
2022 Q4	$220K	Buy	+13,877	New	+$230K	﹤0.01%	1960

Other funds holding UTZ

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 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 Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kestra Advisory Services's UTZ Position: Q1 2026 in Review

Kestra Advisory Services reduced its Utz Brands (UTZ) stake by 4.9% in Q1 2026, selling an estimated $9.5K and leaving 19,878 shares worth $157K. The position accounts for ﹤0.01% of the portfolio, ranked #2980.

Kestra Advisory Services first reported a position in UTZ in Q4 2022 and has held it in 11 quarters since. The position peaked at $265K in Q3 2024. 226 funds tracked by Wall St. Rank hold UTZ as of Q1 2026.

Kestra Advisory Services held 19,878 shares of Utz Brands worth $157K as of Q1 2026.
Kestra Advisory Services sold 1,023 Utz Brands shares in Q1 2026, an estimated $9.5K.
Utz Brands made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2980 holding.
Kestra Advisory Services first reported a position in Utz Brands in Q4 2022 and has held it in 11 quarters since.
Kestra Advisory Services's Utz Brands position peaked at $265K in Q3 2024.
226 funds tracked by Wall St. Rank held Utz Brands as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.