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 Q3	–	Sell	-21,394	Closed	-$165K	–	3538
2026 Q2	$165K	Buy	21,394 +1,516	+8%	+$11.3K	﹤0.01%	3129
2026 Q1	$157K	Sell	19,878 -1,023	-5%	-$9.5K	﹤0.01%	2980
2025 Q4	$217K	Sell	20,901 -896	-4%	-$9.7K	﹤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%	-$3.2K	﹤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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

First Trust Capital Management Chicago, Illinois $2.08B AUM 59.2% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Quinn Opportunity Partners Charlottesville, Virginia $1.85B AUM 1.27% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $10.2B AUM 0.67% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Gabelli Funds Rye, New York $15.1B AUM 23.88% 1-Year Est. Return

Kestra Advisory Services's UTZ Position: Q3 2026 in Review

Kestra Advisory Services sold out of Utz Brands (UTZ) in Q3 2026, closing a stake of 21,394 shares — an estimated $165K sold.

Kestra Advisory Services first reported a position in UTZ in Q4 2022 and held it in 12 quarters. The position peaked at $265K in Q3 2024. 139 funds tracked by Wall St. Rank hold UTZ as of Q3 2026.

Kestra Advisory Services reported no remaining Utz Brands position as of Q3 2026 after selling out during the quarter.
Kestra Advisory Services sold 21,394 Utz Brands shares in Q3 2026, an estimated $165K.
Kestra Advisory Services first reported a position in Utz Brands in Q4 2022 and held it in 12 quarters.
Kestra Advisory Services's Utz Brands position peaked at $265K in Q3 2024.
139 funds tracked by Wall St. Rank held Utz Brands as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.