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UTZ icon

Outfitter Financial’s Utz Brands UTZ Stock Holding History

Outfitter 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
Q2 		$460K Sell
59,770
-600
-1% -$4.47K 0.32% 68
2026
Q1 		$478K Sell
60,370
-1,275
-2% -$11.8K 0.37% 70
2025
Q4 		$640K Sell
61,645
-7,200
-10% -$77.7K 0.5% 63
2025
Q3 		$836K Buy
68,845
+9,600
+16% +$127K 0.68% 53
2025
Q2 		$744K Buy
59,245
+5,045
+9% +$66K 0.63% 56
2025
Q1 		$763K Buy
54,200
+1,970
+4% +$27.1K 0.69% 52
2024
Q4 		$818K Buy
52,230
+300
+0.6% +$5.07K 0.65% 50
2024
Q3 		$919K Sell
51,930
-1,805
-3% -$30K 0.76% 47
2024
Q2 		$894K Sell
53,735
-30
-0.1% -$540 0.74% 47
2024
Q1 		$991K Sell
53,765
-450
-0.8% -$8.01K 0.81% 44
2023
Q4 		$880K Buy
54,215
+4,970
+10% +$65.6K 0.77% 47
2023
Q3 		$661K Buy
49,245
+1,000
+2% +$15.4K 0.62% 61
2023
Q2 		$789K Buy
48,245
+1,800
+4% +$30.9K 0.71% 54
2023
Q1 		$765K Sell
46,445
-400
-0.9% -$6.62K 0.69% 54
2022
Q4 		$743K Sell
46,845
-400
-0.8% -$6.63K 0.67% 57
2022
Q3 		$713K Buy
47,245
+805
+2% +$13K 0.7% 58
2022
Q2 		$642K Sell
46,440
-250
-0.5% -$3.48K 0.58% 61
2022
Q1 		$690K Buy
46,690
+4,025
+9% +$62.9K 0.53% 66
2021
Q4 		$681K Buy
42,665
+600
+1% +$9.55K 0.5% 66
2021
Q3 		$721K Buy
42,065
+3,650
+10% +$74.2K 0.57% 65
2021
Q2 		$837K Buy
38,415
+1,520
+4% +$37.9K 0.64% 60
2021
Q1 		$915K Buy
36,895
+3,495
+10% +$84.8K 0.75% 52
2020
Q4 		$737K Buy
+33,400
New +$635K 0.71% 55

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

Outfitter Financial's UTZ Position: Q2 2026 in Review

Outfitter Financial reduced its Utz Brands (UTZ) stake by 0.99% in Q2 2026, selling an estimated $4.47K and leaving 59,770 shares worth $460K. The position accounts for 0.32% of the portfolio, ranked #68.

Outfitter Financial first reported a position in UTZ in Q4 2020 and has held it in 23 quarters since. The position peaked at $991K in Q1 2024. 235 funds tracked by Wall St. Rank hold UTZ as of Q2 2026.

  • Outfitter Financial held 59,770 shares of Utz Brands worth $460K as of Q2 2026.
  • Outfitter Financial sold 600 Utz Brands shares in Q2 2026, an estimated $4.47K.
  • Utz Brands made up 0.32% of Outfitter Financial's portfolio in Q2 2026, its #68 holding.
  • Outfitter Financial first reported a position in Utz Brands in Q4 2020 and has held it in 23 quarters since.
  • Outfitter Financial's Utz Brands position peaked at $991K in Q1 2024.
  • 235 funds tracked by Wall St. Rank held Utz Brands as of Q2 2026.

Based on Outfitter Financial's 13F filing for Q2 2026, filed 10 Aug 2026.