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Summit Securities Group’s Utz Brands UTZ Stock Holding History

Summit Securities 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
2025
Q2 		– Sell
-1,601
Closed -$22.5K – 1447
2025
Q1 		$22.5K Buy
+1,601
New +$22K ﹤0.01% 449
2023
Q1 		– Sell
-5,654
Closed -$90K – 1319
2022
Q4 		$90K Buy
+5,654
New +$93.7K ﹤0.01% 616

Other funds holding UTZ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Summit Securities Group's UTZ Position: Q2 2025 in Review

Summit Securities Group sold out of Utz Brands (UTZ) in Q2 2025, closing a stake of 1,601 shares — an estimated $22.5K sold.

Summit Securities Group first reported a position in UTZ in Q4 2022 and held it in 2 quarters. The position peaked at $90K in Q4 2022. 238 funds tracked by Wall St. Rank hold UTZ as of Q2 2025.

  • Summit Securities Group reported no remaining Utz Brands position as of Q2 2025 after selling out during the quarter.
  • Summit Securities Group sold 1,601 Utz Brands shares in Q2 2025, an estimated $22.5K.
  • Summit Securities Group first reported a position in Utz Brands in Q4 2022 and held it in 2 quarters.
  • Summit Securities Group's Utz Brands position peaked at $90K in Q4 2022.
  • 238 funds tracked by Wall St. Rank held Utz Brands as of Q2 2025.

Based on Summit Securities Group's 13F filing for Q2 2025, filed 12 Aug 2025.