LPL Financial
UTZ icon

LPL Financial’s Utz Brands UTZ Stock Holding History

LPL Financial’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 		$463K Sell
58,496
-41,715
-42% -$388K ﹤0.01% 4826
2025
Q4 		$1.04M Buy
100,211
+10,902
+12% +$118K ﹤0.01% 4037
2025
Q3 		$1.09M Buy
89,309
+12,193
+16% +$162K ﹤0.01% 3919
2025
Q2 		$968K Buy
77,116
+11,782
+18% +$154K ﹤0.01% 3789
2025
Q1 		$920K Buy
65,334
+25,455
+64% +$350K ﹤0.01% 3629
2024
Q4 		$624K Buy
39,879
+1,789
+5% +$30.2K ﹤0.01% 3897
2024
Q3 		$674K Sell
38,090
-269
-0.7% -$4.47K ﹤0.01% 3748
2024
Q2 		$638K Buy
38,359
+277
+0.7% +$4.99K ﹤0.01% 3654
2024
Q1 		$702K Sell
38,082
-2,389
-6% -$42.5K ﹤0.01% 3485
2023
Q4 		$657K Buy
40,471
+5,758
+17% +$76K ﹤0.01% 3428
2023
Q3 		$466K Buy
34,713
+4,772
+16% +$73.6K ﹤0.01% 3547
2023
Q2 		$490K Buy
29,941
+1,098
+4% +$18.9K ﹤0.01% 3463
2023
Q1 		$475K Sell
28,843
-1,202
-4% -$19.9K ﹤0.01% 3379
2022
Q4 		$477K Sell
30,045
-1,052
-3% -$17.4K ﹤0.01% 3287
2022
Q3 		$470K Buy
31,097
+919
+3% +$14.9K ﹤0.01% 3209
2022
Q2 		$417K Buy
30,178
+998
+3% +$13.9K ﹤0.01% 3360
2022
Q1 		$431K Buy
29,180
+451
+2% +$7.05K ﹤0.01% 3314
2021
Q4 		$458K Sell
28,729
-1,904
-6% -$30.3K ﹤0.01% 3351
2021
Q3 		$525K Buy
30,633
+1,129
+4% +$22.9K ﹤0.01% 3174
2021
Q2 		$643K Sell
29,504
-8,384
-22% -$209K ﹤0.01% 2940
2021
Q1 		$939K Sell
37,888
-4,943
-12% -$120K ﹤0.01% 2442
2020
Q4 		$945K Buy
42,831
+7,997
+23% +$152K ﹤0.01% 2228
2020
Q3 		$624K Buy
34,834
+4,573
+15% +$69.4K ﹤0.01% 2297
2020
Q2 		$415K Buy
+30,261
New +$351K ﹤0.01% 2563

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

LPL Financial's UTZ Position: Q1 2026 in Review

LPL Financial reduced its Utz Brands (UTZ) stake by 42% in Q1 2026, selling an estimated $388K and leaving 58,496 shares worth $463K. The position accounts for ﹤0.01% of the portfolio, ranked #4826.

LPL Financial first reported a position in UTZ in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.09M in Q3 2025. 226 funds tracked by Wall St. Rank hold UTZ as of Q1 2026.

  • LPL Financial held 58,496 shares of Utz Brands worth $463K as of Q1 2026.
  • LPL Financial sold 41,715 Utz Brands shares in Q1 2026, an estimated $388K.
  • Utz Brands made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4826 holding.
  • LPL Financial first reported a position in Utz Brands in Q2 2020 and has held it in 24 quarters since.
  • LPL Financial's Utz Brands position peaked at $1.09M in Q3 2025.
  • 226 funds tracked by Wall St. Rank held Utz Brands as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.