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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
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 $6.73T 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

Root Financial Partners's UTZ Position: Q2 2026 in Review

Root Financial Partners sold out of Utz Brands (UTZ) in Q2 2026, closing a stake of 2 shares — an estimated $16 sold.

Root Financial Partners first reported a position in UTZ in Q3 2025 and held it in 3 quarters. The position peaked at $960 in Q3 2025. 235 funds tracked by Wall St. Rank hold UTZ as of Q2 2026.

  • Root Financial Partners reported no remaining Utz Brands position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 2 Utz Brands shares in Q2 2026, an estimated $16.
  • Root Financial Partners first reported a position in Utz Brands in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Utz Brands position peaked at $960 in Q3 2025.
  • 235 funds tracked by Wall St. Rank held Utz Brands as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.