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Summit Wealth Group (Colorado)’s Utz Brands UTZ Stock Holding History

Summit Wealth Group (Colorado)’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
Q4 		– Sell
-18,167
Closed -$580K – 475
2025
Q3 		$580K Buy
+18,167
New +$241K 0.09% 128

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Wealth Group (Colorado)'s UTZ Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Utz Brands (UTZ) in Q4 2025, closing a stake of 18,167 shares — an estimated $580K sold.

Summit Wealth Group (Colorado) first reported a position in UTZ in Q3 2025 and held it in 1 quarter. The position peaked at $580K in Q3 2025. 229 funds tracked by Wall St. Rank hold UTZ as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Utz Brands position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 18,167 Utz Brands shares in Q4 2025, an estimated $580K.
  • Summit Wealth Group (Colorado) first reported a position in Utz Brands in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Utz Brands position peaked at $580K in Q3 2025.
  • 229 funds tracked by Wall St. Rank held Utz Brands as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.