Kestra Advisory Services’s Utz Brands UTZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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% -$9.66K ﹤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

Kestra Advisory Services's UTZ Position: Q2 2026 in Review

Kestra Advisory Services increased its Utz Brands (UTZ) stake by 7.6% in Q2 2026, buying an estimated $11.3K and bringing the position to 21,394 shares worth $165K. The position accounts for ﹤0.01% of the portfolio, ranked #3129.

Kestra Advisory Services first reported a position in UTZ in Q4 2022 and has held it in 12 quarters since. The position peaked at $265K in Q3 2024. 235 funds tracked by Wall St. Rank hold UTZ as of Q2 2026.

  • Kestra Advisory Services held 21,394 shares of Utz Brands worth $165K as of Q2 2026.
  • Kestra Advisory Services bought 1,516 Utz Brands shares in Q2 2026, an estimated $11.3K.
  • Utz Brands made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #3129 holding.
  • Kestra Advisory Services first reported a position in Utz Brands in Q4 2022 and has held it in 12 quarters since.
  • Kestra Advisory Services's Utz Brands position peaked at $265K in Q3 2024.
  • 235 funds tracked by Wall St. Rank held Utz Brands as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.