Root Financial Partners
UTZ icon

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
Q3 		$3.85K Buy
+270
New +$3.48K ﹤0.01% 2331
2026
Q2 		– Sell
-2
Closed -$16 – 3054
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $18B AUM 27.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
First Trust Capital Management
First Trust Capital Management Chicago, Illinois $2.08B AUM 59.2% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Root Financial Partners's UTZ Position: Q3 2026 in Review

Root Financial Partners opened a new position in Utz Brands (UTZ) in Q3 2026: 270 shares worth $3.85K. The stake represents ﹤0.01% of the portfolio and ranks #2331 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in UTZ as recently as Q1 2026.

Root Financial Partners first reported a position in UTZ in Q3 2025 and has held it in 4 quarters since. 166 funds tracked by Wall St. Rank hold UTZ as of Q3 2026.

  • Root Financial Partners held 270 shares of Utz Brands worth $3.85K as of Q3 2026.
  • Utz Brands was a new Root Financial Partners position in Q3 2026.
  • Utz Brands made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2331 holding.
  • Root Financial Partners first reported a position in Utz Brands in Q3 2025 and has held it in 4 quarters since.
  • 166 funds tracked by Wall St. Rank held Utz Brands as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.