Massachusetts Financial Services
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Massachusetts Financial Services’s Utz Brands UTZ Stock Holding History

Massachusetts Financial Services’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
Q2 		$10M Sell
1,300,542
-68,122
-5% -$508K ﹤0.01% 760
2026
Q1 		$10.8M Sell
1,368,664
-72,718
-5% -$676K ﹤0.01% 719
2025
Q4 		$15M Sell
1,441,382
-51,570
-3% -$556K ﹤0.01% 680
2025
Q3 		$18.1M Buy
1,492,952
+243,435
+19% +$3.22M 0.01% 642
2025
Q2 		$15.7M Buy
+1,249,517
New +$16.3M 0.01% 645

Other funds holding UTZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Massachusetts Financial Services's UTZ Position: Q2 2026 in Review

Massachusetts Financial Services reduced its Utz Brands (UTZ) stake by 5% in Q2 2026, selling an estimated $508K and leaving 1,300,542 shares worth $10M. The position accounts for ﹤0.01% of the portfolio, ranked #760.

Massachusetts Financial Services first reported a position in UTZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $18.1M in Q3 2025. 234 funds tracked by Wall St. Rank hold UTZ as of Q2 2026.

  • Massachusetts Financial Services held 1,300,542 shares of Utz Brands worth $10M as of Q2 2026.
  • Massachusetts Financial Services sold 68,122 Utz Brands shares in Q2 2026, an estimated $508K.
  • Utz Brands made up ﹤0.01% of Massachusetts Financial Services's portfolio in Q2 2026, its #760 holding.
  • Massachusetts Financial Services first reported a position in Utz Brands in Q2 2025 and has held it in 5 quarters since.
  • Massachusetts Financial Services's Utz Brands position peaked at $18.1M in Q3 2025.
  • 234 funds tracked by Wall St. Rank held Utz Brands as of Q2 2026.

Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.