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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
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 $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

Newton One Investments's UTZ Position: Q1 2026 in Review

Newton One Investments increased its Utz Brands (UTZ) stake by 0.64% in Q1 2026, buying an estimated $102 and bringing the position to 1,732 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #93.

Newton One Investments first reported a position in UTZ in Q1 2022 and has held it in 16 quarters since. The position peaked at $32.9K in Q1 2023. 226 funds tracked by Wall St. Rank hold UTZ as of Q1 2026.

  • Newton One Investments held 1,732 shares of Utz Brands worth $13.7K as of Q1 2026.
  • Newton One Investments bought 11 Utz Brands shares in Q1 2026, an estimated $102.
  • Utz Brands made up ﹤0.01% of Newton One Investments's portfolio in Q1 2026, its #93 holding.
  • Newton One Investments first reported a position in Utz Brands in Q1 2022 and has held it in 16 quarters since.
  • Newton One Investments's Utz Brands position peaked at $32.9K in Q1 2023.
  • 226 funds tracked by Wall St. Rank held Utz Brands as of Q1 2026.

Based on Newton One Investments's 13F filing for Q1 2026, filed 24 Apr 2026.