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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
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 $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

Personal CFO Solutions's UTZ Position: Q1 2026 in Review

Personal CFO Solutions increased its Utz Brands (UTZ) stake by 22% in Q1 2026, buying an estimated $44.2K and bringing the position to 26,212 shares worth $208K. The position accounts for 0.03% of the portfolio, ranked #499.

Personal CFO Solutions first reported a position in UTZ in Q2 2022 and has held it in 16 quarters since. The position peaked at $382K in Q1 2024. 226 funds tracked by Wall St. Rank hold UTZ as of Q1 2026.

  • Personal CFO Solutions held 26,212 shares of Utz Brands worth $208K as of Q1 2026.
  • Personal CFO Solutions bought 4,759 Utz Brands shares in Q1 2026, an estimated $44.2K.
  • Utz Brands made up 0.03% of Personal CFO Solutions's portfolio in Q1 2026, its #499 holding.
  • Personal CFO Solutions first reported a position in Utz Brands in Q2 2022 and has held it in 16 quarters since.
  • Personal CFO Solutions's Utz Brands position peaked at $382K in Q1 2024.
  • 226 funds tracked by Wall St. Rank held Utz Brands as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.