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Newton One Investments’s Utz Brands UTZ Stock Holding History

Newton One Investments’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 		$13.4K Buy
1,746
+14
+0.8% +$104 ﹤0.01% 105
2026
Q1 		$13.7K Buy
1,732
+11
+0.6% +$102 ﹤0.01% 93
2025
Q4 		$17.9K Buy
1,721
+8
+0.5% +$86 0.01% 89
2025
Q3 		$20.8K Buy
1,713
+8
+0.5% +$106 0.01% 86
2025
Q2 		$21.4K Buy
1,705
+7
+0.4% +$92 0.01% 86
2025
Q1 		$23.9K Buy
1,698
+7
+0.4% +$96 0.01% 79
2024
Q4 		$26.5K Buy
+1,691
New +$28.6K 0.01% 75
2024
Q3 		– Sell
-1,679
Closed -$27.9K – 101
2024
Q2 		$27.9K Buy
1,679
+5
+0.3% +$90 0.01% 70
2024
Q1 		$30.9K Buy
1,674
+5
+0.3% +$89 0.01% 71
2023
Q4 		$27.1K Sell
1,669
-338
-17% -$4.46K 0.01% 74
2023
Q3 		$27K Buy
2,007
+7
+0.4% +$108 0.02% 76
2023
Q2 		$32.7K Hold
2,000
– – 0.02% 77
2023
Q1 		$32.9K Hold
2,000
– – 0.02% 75
2022
Q4 		$31.7K Hold
2,000
– – 0.02% 75
2022
Q3 		$30K Hold
2,000
– – 0.02% 73
2022
Q2 		$28K Hold
2,000
– – 0.02% 78
2022
Q1 		$30K Buy
+2,000
New +$31.3K 0.02% 80

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

Newton One Investments's UTZ Position: Q2 2026 in Review

Newton One Investments increased its Utz Brands (UTZ) stake by 0.81% in Q2 2026, buying an estimated $104 and bringing the position to 1,746 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #105.

Newton One Investments first reported a position in UTZ in Q1 2022 and has held it in 17 quarters since. The position peaked at $32.9K in Q1 2023. 235 funds tracked by Wall St. Rank hold UTZ as of Q2 2026.

  • Newton One Investments held 1,746 shares of Utz Brands worth $13.4K as of Q2 2026.
  • Newton One Investments bought 14 Utz Brands shares in Q2 2026, an estimated $104.
  • Utz Brands made up ﹤0.01% of Newton One Investments's portfolio in Q2 2026, its #105 holding.
  • Newton One Investments first reported a position in Utz Brands in Q1 2022 and has held it in 17 quarters since.
  • Newton One Investments's Utz Brands position peaked at $32.9K in Q1 2023.
  • 235 funds tracked by Wall St. Rank held Utz Brands as of Q2 2026.

Based on Newton One Investments's 13F filing for Q2 2026, filed 22 Jul 2026.