LWAM
UTZ icon

Legacy Wealth Asset Management’s Utz Brands UTZ Stock Holding History

Legacy Wealth Asset Management’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
-42,384
Closed -$440K – 399
2025
Q4 		$440K Sell
42,384
-5,721
-12% -$61.7K 0.11% 276
2025
Q3 		$584K Buy
48,105
+7,283
+18% +$96.5K 0.14% 231
2025
Q2 		$512K Buy
40,822
+290
+0.7% +$3.79K 0.13% 245
2025
Q1 		$571K Sell
40,532
-89
-0.2% -$1.22K 0.16% 217
2024
Q4 		$636K Buy
40,621
+445
+1% +$7.52K 0.17% 185
2024
Q3 		$711K Buy
40,176
+4,182
+12% +$69.5K 0.19% 162
2024
Q2 		$599K Buy
35,994
+10,080
+39% +$181K 0.17% 190
2024
Q1 		$478K Buy
25,914
+2,949
+13% +$52.5K 0.13% 237
2023
Q4 		$373K Sell
22,965
-221
-1% -$2.92K 0.12% 262
2023
Q3 		$311K Sell
23,186
-156
-0.7% -$2.4K 0.11% 272
2023
Q2 		$382K Sell
23,342
-250
-1% -$4.29K 0.13% 261
2023
Q1 		$389K Sell
23,592
-515
-2% -$8.52K 0.14% 263
2022
Q4 		$382K Buy
24,107
+190
+0.8% +$3.15K 0.15% 260
2022
Q3 		$361K Sell
23,917
-613
-2% -$9.93K 0.16% 232
2022
Q2 		$339K Buy
24,530
+663
+3% +$9.22K 0.14% 215
2022
Q1 		$353K Buy
23,867
+7,850
+49% +$123K 0.13% 230
2021
Q4 		$255K Sell
16,017
-245
-2% -$3.9K 0.09% 280
2021
Q3 		$279K Buy
16,262
+3,125
+24% +$63.5K 0.13% 247
2021
Q2 		$286K Buy
+13,137
New +$328K 0.13% 252

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

Legacy Wealth Asset Management's UTZ Position: Q1 2026 in Review

Legacy Wealth Asset Management sold out of Utz Brands (UTZ) in Q1 2026, closing a stake of 42,384 shares — an estimated $440K sold.

Legacy Wealth Asset Management first reported a position in UTZ in Q2 2021 and held it in 19 quarters. The position peaked at $711K in Q3 2024. 226 funds tracked by Wall St. Rank hold UTZ as of Q1 2026.

  • Legacy Wealth Asset Management reported no remaining Utz Brands position as of Q1 2026 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 42,384 Utz Brands shares in Q1 2026, an estimated $440K.
  • Legacy Wealth Asset Management first reported a position in Utz Brands in Q2 2021 and held it in 19 quarters.
  • Legacy Wealth Asset Management's Utz Brands position peaked at $711K in Q3 2024.
  • 226 funds tracked by Wall St. Rank held Utz Brands as of Q1 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.