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
Q3 		$345K Sell
24,213
-42,479
-64% -$547K ﹤0.01% 5414
2026
Q2 		$514K Buy
66,692
+8,196
+14% +$61.1K ﹤0.01% 4990
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% +$18.8K ﹤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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $18B AUM 27.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
First Trust Capital Management
First Trust Capital Management Chicago, Illinois $2.08B AUM 59.2% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

LPL Financial's UTZ Position: Q3 2026 in Review

LPL Financial reduced its Utz Brands (UTZ) stake by 64% in Q3 2026, selling an estimated $547K and leaving 24,213 shares worth $345K. The position accounts for ﹤0.01% of the portfolio, ranked #5414.

LPL Financial first reported a position in UTZ in Q2 2020 and has held it in 26 quarters since. The position peaked at $1.09M in Q3 2025. 166 funds tracked by Wall St. Rank hold UTZ as of Q3 2026.

  • LPL Financial held 24,213 shares of Utz Brands worth $345K as of Q3 2026.
  • LPL Financial sold 42,479 Utz Brands shares in Q3 2026, an estimated $547K.
  • Utz Brands made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #5414 holding.
  • LPL Financial first reported a position in Utz Brands in Q2 2020 and has held it in 26 quarters since.
  • LPL Financial's Utz Brands position peaked at $1.09M in Q3 2025.
  • 166 funds tracked by Wall St. Rank held Utz Brands as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.