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Personal CFO Solutions’s Utz Brands UTZ Stock Holding History

Personal CFO Solutions’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 		$203K Sell
26,172
-40
-0.2% -$298 0.03% 522
2026
Q1 		$208K Buy
26,212
+4,759
+22% +$44.2K 0.03% 499
2025
Q4 		$223K Sell
21,453
-652
-3% -$7.03K 0.04% 473
2025
Q3 		$269K Buy
22,105
+4,309
+24% +$57.1K 0.05% 380
2025
Q2 		$223K Sell
17,796
-445
-2% -$5.82K 0.04% 434
2025
Q1 		$257K Sell
18,241
-1,223
-6% -$16.8K 0.05% 357
2024
Q4 		$305K Sell
19,464
-978
-5% -$16.5K 0.06% 319
2024
Q3 		$362K Buy
20,442
+384
+2% +$6.38K 0.05% 346
2024
Q2 		$334K Sell
20,058
-653
-3% -$11.8K 0.05% 353
2024
Q1 		$382K Buy
20,711
+139
+0.7% +$2.47K 0.06% 327
2023
Q4 		$334K Buy
20,572
+1,664
+9% +$22K 0.06% 343
2023
Q3 		$254K Buy
18,908
+1,187
+7% +$18.3K 0.05% 366
2023
Q2 		$290K Buy
17,721
+13
+0.1% +$223 0.06% 339
2023
Q1 		$292K Sell
17,708
-1,577
-8% -$26.1K 0.06% 321
2022
Q4 		$306K Buy
19,285
+1,144
+6% +$19K 0.06% 289
2022
Q3 		$274K Buy
18,141
+3,427
+23% +$55.5K 0.07% 270
2022
Q2 		$203K Buy
+14,714
New +$205K 0.05% 397

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

Personal CFO Solutions's UTZ Position: Q2 2026 in Review

Personal CFO Solutions reduced its Utz Brands (UTZ) stake by 0.15% in Q2 2026, selling an estimated $298 and leaving 26,172 shares worth $203K. The position accounts for 0.03% of the portfolio, ranked #522.

Personal CFO Solutions first reported a position in UTZ in Q2 2022 and has held it in 17 quarters since. The position peaked at $382K in Q1 2024. 235 funds tracked by Wall St. Rank hold UTZ as of Q2 2026.

  • Personal CFO Solutions held 26,172 shares of Utz Brands worth $203K as of Q2 2026.
  • Personal CFO Solutions sold 40 Utz Brands shares in Q2 2026, an estimated $298.
  • Utz Brands made up 0.03% of Personal CFO Solutions's portfolio in Q2 2026, its #522 holding.
  • Personal CFO Solutions first reported a position in Utz Brands in Q2 2022 and has held it in 17 quarters since.
  • Personal CFO Solutions's Utz Brands position peaked at $382K in Q1 2024.
  • 235 funds tracked by Wall St. Rank held Utz Brands as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.