SWM
UTZ icon

Spire Wealth Management’s Utz Brands UTZ Stock Holding History

Spire Wealth Management’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
2025
Q3 		– Sell
-400
Closed -$5.02K – 2493
2025
Q2 		$5.02K Sell
400
-19
-5% -$249 ﹤0.01% 1944
2025
Q1 		$5.9K Sell
419
-67
-14% -$922 ﹤0.01% 2012
2024
Q4 		$7.61K Hold
486
– – ﹤0.01% 1917
2024
Q3 		$8.6K Sell
486
-114
-19% -$1.89K ﹤0.01% 1678
2024
Q2 		$9.98K Sell
600
-30
-5% -$540 ﹤0.01% 1633
2024
Q1 		$11.6K Hold
630
– – ﹤0.01% 1671
2023
Q4 		$10.2K Hold
630
– – ﹤0.01% 1755
2023
Q3 		$8.46K Hold
630
– – ﹤0.01% 1779
2023
Q2 		$10.3K Hold
630
– – ﹤0.01% 1807
2023
Q1 		$10.4K Hold
630
– – ﹤0.01% 1831
2022
Q4 		$10K Hold
630
– – ﹤0.01% 1628
2022
Q3 		$10K Sell
630
-5
-0.8% -$81 ﹤0.01% 1578
2022
Q2 		$9K Sell
635
-30
-5% -$417 ﹤0.01% 1969
2022
Q1 		$10K Buy
665
+15
+2% +$234 ﹤0.01% 2045
2021
Q4 		$10K Buy
+650
New +$10.3K ﹤0.01% 2395

Other funds holding UTZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Spire Wealth Management's UTZ Position: Q3 2025 in Review

Spire Wealth Management sold out of Utz Brands (UTZ) in Q3 2025, closing a stake of 400 shares — an estimated $5.02K sold.

Spire Wealth Management first reported a position in UTZ in Q4 2021 and held it in 15 quarters. The position peaked at $11.6K in Q1 2024. 239 funds tracked by Wall St. Rank hold UTZ as of Q3 2025.

  • Spire Wealth Management reported no remaining Utz Brands position as of Q3 2025 after selling out during the quarter.
  • Spire Wealth Management sold 400 Utz Brands shares in Q3 2025, an estimated $5.02K.
  • Spire Wealth Management first reported a position in Utz Brands in Q4 2021 and held it in 15 quarters.
  • Spire Wealth Management's Utz Brands position peaked at $11.6K in Q1 2024.
  • 239 funds tracked by Wall St. Rank held Utz Brands as of Q3 2025.

Based on Spire Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.