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Steward Partners Investment Advisory’s Utz Brands UTZ Stock Holding History

Steward Partners Investment Advisory’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
Q1 		$22.4K Hold
2,825
– – ﹤0.01% 3171
2025
Q4 		$29.3K Sell
2,825
-137
-5% -$1.48K ﹤0.01% 2959
2025
Q3 		$36K Buy
2,962
+2,744
+1,259% +$36.3K ﹤0.01% 2768
2025
Q2 		$2.74K Sell
218
-21
-9% -$275 ﹤0.01% 3666
2025
Q1 		$3.37K Sell
239
-459
-66% -$6.31K ﹤0.01% 3503
2024
Q4 		$10.9K Buy
698
+198
+40% +$3.35K ﹤0.01% 3061
2024
Q3 		$8.85K Hold
500
– – ﹤0.01% 2991
2024
Q2 		$8.32K Sell
500
-300
-38% -$5.4K ﹤0.01% 2882
2024
Q1 		$14.8K Sell
800
-400
-33% -$7.12K ﹤0.01% 2647
2023
Q4 		$19.5K Buy
1,200
+400
+50% +$5.28K ﹤0.01% 2417
2023
Q3 		$10.7K Hold
800
– – ﹤0.01% 2572
2023
Q2 		$13.1K Sell
800
-1,000
-56% -$17.2K ﹤0.01% 2478
2023
Q1 		$29.6K Hold
1,800
– – ﹤0.01% 2084
2022
Q4 		$28.5K Hold
1,800
– – ﹤0.01% 2074
2022
Q3 		$27K Hold
1,800
– – ﹤0.01% 2079
2022
Q2 		$25K Hold
1,800
– – ﹤0.01% 2133
2022
Q1 		$27K Sell
1,800
-1,000
-36% -$15.6K ﹤0.01% 2230
2021
Q4 		$45K Sell
2,800
-2,400
-46% -$38.2K ﹤0.01% 1975
2021
Q3 		$89K Hold
5,200
– – ﹤0.01% 1608
2021
Q2 		$113K Sell
5,200
-7,000
-57% -$175K ﹤0.01% 2061
2021
Q1 		$302K Buy
12,200
+10,700
+713% +$260K 0.01% 1090
2020
Q4 		$33K Buy
1,500
+800
+114% +$15.2K ﹤0.01% 1866
2020
Q3 		$13K Buy
+700
New +$10.6K ﹤0.01% 2053

Other funds holding UTZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Steward Partners Investment Advisory's UTZ Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Utz Brands (UTZ) position steady in Q1 2026 at 2,825 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3171.

Steward Partners Investment Advisory first reported a position in UTZ in Q3 2020 and has held it in 23 quarters since. The position peaked at $302K in Q1 2021. 226 funds tracked by Wall St. Rank hold UTZ as of Q1 2026.

  • Steward Partners Investment Advisory held 2,825 shares of Utz Brands worth $22.4K as of Q1 2026.
  • Steward Partners Investment Advisory left its Utz Brands share count unchanged in Q1 2026.
  • Utz Brands made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3171 holding.
  • Steward Partners Investment Advisory first reported a position in Utz Brands in Q3 2020 and has held it in 23 quarters since.
  • Steward Partners Investment Advisory's Utz Brands position peaked at $302K in Q1 2021.
  • 226 funds tracked by Wall St. Rank held Utz Brands as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.