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Navigoe Wealth Management’s Utz Brands UTZ Stock Holding History

Navigoe Wealth 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
Q2 		$1K Hold
210
– – ﹤0.01% 379
2026
Q1 		$1K Hold
210
– – ﹤0.01% 210
2025
Q4 		$2K Hold
210
– – ﹤0.01% 216
2025
Q3 		$2K Sell
210
-210
-50% -$2.78K ﹤0.01% 213
2025
Q2 		$5K Hold
420
– – ﹤0.01% 129
2025
Q1 		$5K Hold
420
– – ﹤0.01% 128
2024
Q4 		$6K Buy
+420
New +$7.1K 0.01% 127

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

Navigoe Wealth Management's UTZ Position: Q2 2026 in Review

Navigoe Wealth Management held its Utz Brands (UTZ) position steady in Q2 2026 at 210 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #379.

Navigoe Wealth Management first reported a position in UTZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $6K in Q4 2024. 234 funds tracked by Wall St. Rank hold UTZ as of Q2 2026.

  • Navigoe Wealth Management held 210 shares of Utz Brands worth $1K as of Q2 2026.
  • Navigoe Wealth Management left its Utz Brands share count unchanged in Q2 2026.
  • Utz Brands made up ﹤0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #379 holding.
  • Navigoe Wealth Management first reported a position in Utz Brands in Q4 2024 and has held it in 7 quarters since.
  • Navigoe Wealth Management's Utz Brands position peaked at $6K in Q4 2024.
  • 234 funds tracked by Wall St. Rank held Utz Brands as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.