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Retirement Wealth Solutions’s Utz Brands UTZ Stock Holding History

Retirement Wealth 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
2025
Q4 		– Sell
-2
Closed -$19 – 846
2025
Q3 		$19 Sell
2
-1,060
-100% -$14K ﹤0.01% 815
2025
Q2 		$13.3K Buy
1,062
+1
+0.1% +$13 0.01% 204
2025
Q1 		$14.9K Hold
1,061
– – 0.01% 169
2024
Q4 		$14.3K Buy
+1,061
New +$17.9K 0.01% 182

Other funds holding UTZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Retirement Wealth Solutions's UTZ Position: Q4 2025 in Review

Retirement Wealth Solutions sold out of Utz Brands (UTZ) in Q4 2025, closing a stake of 2 shares — an estimated $19 sold.

Retirement Wealth Solutions first reported a position in UTZ in Q4 2024 and held it in 4 quarters. The position peaked at $14.9K in Q1 2025. 229 funds tracked by Wall St. Rank hold UTZ as of Q4 2025.

  • Retirement Wealth Solutions reported no remaining Utz Brands position as of Q4 2025 after selling out during the quarter.
  • Retirement Wealth Solutions sold 2 Utz Brands shares in Q4 2025, an estimated $19.
  • Retirement Wealth Solutions first reported a position in Utz Brands in Q4 2024 and held it in 4 quarters.
  • Retirement Wealth Solutions's Utz Brands position peaked at $14.9K in Q1 2025.
  • 229 funds tracked by Wall St. Rank held Utz Brands as of Q4 2025.

Based on Retirement Wealth Solutions's 13F filing for Q4 2025, filed 7 Jan 2026.