Larson Financial Group’s Utz Brands UTZ Stock Holding History

Larson Financial Group’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
2025 Q2	–	Sell	-10	Closed	-$141	–	3507
2025 Q1	$141	Buy	+10	New	+$138	﹤0.01%	2861

Other funds holding UTZ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Larson Financial Group's UTZ Position: Q2 2025 in Review

Larson Financial Group sold out of Utz Brands (UTZ) in Q2 2025, closing a stake of 10 shares — an estimated $141 sold.

Larson Financial Group first reported a position in UTZ in Q1 2025 and held it in 1 quarter. The position peaked at $141 in Q1 2025. 238 funds tracked by Wall St. Rank hold UTZ as of Q2 2025.

Larson Financial Group reported no remaining Utz Brands position as of Q2 2025 after selling out during the quarter.
Larson Financial Group sold 10 Utz Brands shares in Q2 2025, an estimated $141.
Larson Financial Group first reported a position in Utz Brands in Q1 2025 and held it in 1 quarter.
Larson Financial Group's Utz Brands position peaked at $141 in Q1 2025.
238 funds tracked by Wall St. Rank held Utz Brands as of Q2 2025.

Based on Larson Financial Group's 13F filing for Q2 2025, filed 8 Aug 2025.