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SageView Advisory Group’s Utz Brands UTZ Stock Holding History

SageView Advisory Group’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 		$354K Buy
+45,925
New +$343K 0.01% 448

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

SageView Advisory Group's UTZ Position: Q2 2026 in Review

SageView Advisory Group opened a new position in Utz Brands (UTZ) in Q2 2026: 45,925 shares worth $354K. The stake represents 0.01% of the portfolio and ranks #448 among its holdings.

234 funds tracked by Wall St. Rank hold UTZ as of Q2 2026.

  • SageView Advisory Group held 45,925 shares of Utz Brands worth $354K as of Q2 2026.
  • Utz Brands was a new SageView Advisory Group position in Q2 2026.
  • Utz Brands made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #448 holding.
  • 234 funds tracked by Wall St. Rank held Utz Brands as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.