Pinnacle Wealth Planning Services’s Utz Brands UTZ Stock Holding History

Pinnacle Wealth Planning Services’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	$3.17K	Buy	+400	New	+$3.72K	﹤0.01%	2354

Other funds holding UTZ

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 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 Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pinnacle Wealth Planning Services's UTZ Position: Q1 2026 in Review

Pinnacle Wealth Planning Services opened a new position in Utz Brands (UTZ) in Q1 2026: 400 shares worth $3.17K. The stake represents ﹤0.01% of the portfolio and ranks #2354 among its holdings.

226 funds tracked by Wall St. Rank hold UTZ as of Q1 2026.

Pinnacle Wealth Planning Services held 400 shares of Utz Brands worth $3.17K as of Q1 2026.
Utz Brands was a new Pinnacle Wealth Planning Services position in Q1 2026.
Utz Brands made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2354 holding.
226 funds tracked by Wall St. Rank held Utz Brands as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.