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Root Financial Partners’s Utz Brands UTZ Stock Holding History

Root Financial Partners’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 		$16 Sell
2
-9
-82% -$84 ﹤0.01% 3444
2025
Q4 		$114 Sell
11
-68
-86% -$733 ﹤0.01% 2327
2025
Q3 		$960 Buy
+79
New +$1.05K ﹤0.01% 2065

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

Root Financial Partners's UTZ Position: Q1 2026 in Review

Root Financial Partners reduced its Utz Brands (UTZ) stake by 82% in Q1 2026, selling an estimated $84 and leaving 2 shares worth $16. The position accounts for ﹤0.01% of the portfolio, ranked #3444.

Root Financial Partners first reported a position in UTZ in Q3 2025 and has held it in 3 quarters since. The position peaked at $960 in Q3 2025. 226 funds tracked by Wall St. Rank hold UTZ as of Q1 2026.

  • Root Financial Partners held 2 shares of Utz Brands worth $16 as of Q1 2026.
  • Root Financial Partners sold 9 Utz Brands shares in Q1 2026, an estimated $84.
  • Utz Brands made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3444 holding.
  • Root Financial Partners first reported a position in Utz Brands in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Utz Brands position peaked at $960 in Q3 2025.
  • 226 funds tracked by Wall St. Rank held Utz Brands as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.