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Rothschild Investment LLC’s Utz Brands UTZ Stock Holding History

Rothschild Investment LLC’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 		$6.73K Buy
874
+665
+318% +$4.96K ﹤0.01% 2109
2026
Q1 		$1.66K Buy
+209
New +$1.94K ﹤0.01% 2641
2025
Q4 		– Sell
-130
Closed -$1.58K – 3501
2025
Q3 		$1.58K Buy
130
+50
+63% +$662 ﹤0.01% 2380
2025
Q2 		$1K Sell
80
-45
-36% -$589 ﹤0.01% 2466
2025
Q1 		$1.76K Buy
125
+80
+178% +$1.1K ﹤0.01% 1972
2024
Q4 		$705 Sell
45
-5
-10% -$85 ﹤0.01% 2403
2024
Q3 		$885 Buy
+50
New +$831 ﹤0.01% 2257
2024
Q2 		– Sell
-5
Closed -$92 – 2847
2024
Q1 		$92 Buy
+5
New +$89 ﹤0.01% 2231

Other funds holding UTZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Rothschild Investment LLC's UTZ Position: Q2 2026 in Review

Rothschild Investment LLC increased its Utz Brands (UTZ) stake by 318% in Q2 2026, buying an estimated $4.96K and bringing the position to 874 shares worth $6.73K. The position accounts for ﹤0.01% of the portfolio, ranked #2109.

Rothschild Investment LLC first reported a position in UTZ in Q1 2024 and has held it in 8 quarters since. 83 funds tracked by Wall St. Rank hold UTZ as of Q2 2026.

  • Rothschild Investment LLC held 874 shares of Utz Brands worth $6.73K as of Q2 2026.
  • Rothschild Investment LLC bought 665 Utz Brands shares in Q2 2026, an estimated $4.96K.
  • Utz Brands made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2109 holding.
  • Rothschild Investment LLC first reported a position in Utz Brands in Q1 2024 and has held it in 8 quarters since.
  • 83 funds tracked by Wall St. Rank held Utz Brands as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.