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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
Q2 		– Sell
-2,825
Closed -$22.4K – 4868
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 $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 $4.34B AUM 17.52% 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

Steward Partners Investment Advisory's UTZ Position: Q2 2026 in Review

Steward Partners Investment Advisory sold out of Utz Brands (UTZ) in Q2 2026, closing a stake of 2,825 shares — an estimated $22.4K sold.

Steward Partners Investment Advisory first reported a position in UTZ in Q3 2020 and held it in 23 quarters. The position peaked at $302K in Q1 2021. 235 funds tracked by Wall St. Rank hold UTZ as of Q2 2026.

  • Steward Partners Investment Advisory reported no remaining Utz Brands position as of Q2 2026 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 2,825 Utz Brands shares in Q2 2026, an estimated $22.4K.
  • Steward Partners Investment Advisory first reported a position in Utz Brands in Q3 2020 and held it in 23 quarters.
  • Steward Partners Investment Advisory's Utz Brands position peaked at $302K in Q1 2021.
  • 235 funds tracked by Wall St. Rank held Utz Brands as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.