Pathstone Holdings
UTZ icon

Pathstone Holdings’s Utz Brands UTZ Stock Holding History

Pathstone Holdings’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 		$678K Sell
88,090
-45,728
-34% -$341K ﹤0.01% 1713
2026
Q1 		$1.06M Sell
133,818
-6,358
-5% -$59.1K ﹤0.01% 1379
2025
Q4 		$1.46M Sell
140,176
-655
-0.5% -$7.07K 0.01% 1197
2025
Q3 		$1.71M Buy
140,831
+1,075
+0.8% +$14.2K 0.01% 1123
2025
Q2 		$1.75M Buy
139,756
+1,911
+1% +$25K 0.01% 1077
2025
Q1 		$1.94M Buy
137,845
+3,055
+2% +$42K 0.01% 1004
2024
Q4 		$2.11M Buy
134,790
+71
+0.1% +$1.2K 0.01% 947
2024
Q3 		$2.38M Sell
134,719
-562
-0.4% -$9.34K 0.01% 878
2024
Q2 		$2.25M Buy
135,281
+313
+0.2% +$5.63K 0.01% 869
2024
Q1 		$2.49M Sell
134,968
-1,335
-1% -$23.8K 0.01% 809
2023
Q4 		$2.21M Buy
+136,303
New +$1.8M 0.01% 701

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

Pathstone Holdings's UTZ Position: Q2 2026 in Review

Pathstone Holdings reduced its Utz Brands (UTZ) stake by 34% in Q2 2026, selling an estimated $341K and leaving 88,090 shares worth $678K. The position accounts for ﹤0.01% of the portfolio, ranked #1713.

Pathstone Holdings first reported a position in UTZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.49M in Q1 2024. 235 funds tracked by Wall St. Rank hold UTZ as of Q2 2026.

  • Pathstone Holdings held 88,090 shares of Utz Brands worth $678K as of Q2 2026.
  • Pathstone Holdings sold 45,728 Utz Brands shares in Q2 2026, an estimated $341K.
  • Utz Brands made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #1713 holding.
  • Pathstone Holdings first reported a position in Utz Brands in Q4 2023 and has held it in 11 quarters since.
  • Pathstone Holdings's Utz Brands position peaked at $2.49M in Q1 2024.
  • 235 funds tracked by Wall St. Rank held Utz Brands as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.