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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
Q2 		$1.6K Sell
208
-192
-48% -$1.43K ﹤0.01% 2510
2026
Q1 		$3.17K Buy
+400
New +$3.72K ﹤0.01% 2354

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

Pinnacle Wealth Planning Services's UTZ Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Utz Brands (UTZ) stake by 48% in Q2 2026, selling an estimated $1.43K and leaving 208 shares worth $1.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2510.

Pinnacle Wealth Planning Services first reported a position in UTZ in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.17K in Q1 2026. 235 funds tracked by Wall St. Rank hold UTZ as of Q2 2026.

  • Pinnacle Wealth Planning Services held 208 shares of Utz Brands worth $1.6K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 192 Utz Brands shares in Q2 2026, an estimated $1.43K.
  • Utz Brands made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2510 holding.
  • Pinnacle Wealth Planning Services first reported a position in Utz Brands in Q1 2026 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's Utz Brands position peaked at $3.17K in Q1 2026.
  • 235 funds tracked by Wall St. Rank held Utz Brands as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.