SJS Investment Consulting’s Utz Brands UTZ Stock Holding History

SJS Investment Consulting’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	$5.27K	Buy	684 +676	+8,450%	+$5.04K	﹤0.01%	1363
2026 Q1	$64	Buy	+8	New	+$74	﹤0.01%	2220
2025 Q4	–	Sell	-3	Closed	-$37	–	2149
2025 Q3	$37	Hold	3	–	–	﹤0.01%	1622
2025 Q2	$38	Hold	3	–	–	﹤0.01%	1527
2025 Q1	$43	Sell	3 -11	-79%	-$151	﹤0.01%	1569
2024 Q4	$220	Buy	14 +7	+100%	+$118	﹤0.01%	1453
2024 Q3	$124	Hold	7	–	–	﹤0.01%	1559
2024 Q2	$117	Hold	7	–	–	﹤0.01%	1570
2024 Q1	$130	Buy	7 +2	+40%	+$36	﹤0.01%	1547
2023 Q4	$82	Buy	5 +1	+25%	+$13	﹤0.01%	1569
2023 Q3	$54	Buy	4 +1	+33%	+$15	﹤0.01%	1585
2023 Q2	$50	Buy	3 +2	+200%	+$34	﹤0.01%	1564
2023 Q1	$17	Buy	+1	New	+$17	﹤0.01%	1569

Other funds holding UTZ

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

LCS

Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FBT

First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

SJS Investment Consulting's UTZ Position: Q2 2026 in Review

SJS Investment Consulting increased its Utz Brands (UTZ) stake by 8,450% in Q2 2026, buying an estimated $5.04K and bringing the position to 684 shares worth $5.27K. The position accounts for ﹤0.01% of the portfolio, ranked #1363.

SJS Investment Consulting first reported a position in UTZ in Q1 2023 and has held it in 13 quarters since. 40 funds tracked by Wall St. Rank hold UTZ as of Q2 2026.

SJS Investment Consulting held 684 shares of Utz Brands worth $5.27K as of Q2 2026.
SJS Investment Consulting bought 676 Utz Brands shares in Q2 2026, an estimated $5.04K.
Utz Brands made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #1363 holding.
SJS Investment Consulting first reported a position in Utz Brands in Q1 2023 and has held it in 13 quarters since.
40 funds tracked by Wall St. Rank held Utz Brands as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.