Synergy Investment Management’s Utz Brands UTZ Stock Holding History

Synergy Investment 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
2026 Q2	$3.71K	Buy	+264	New	+$1.97K	﹤0.01%	815

Other funds holding UTZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Synergy Investment Management's UTZ Position: Q2 2026 in Review

Synergy Investment Management opened a new position in Utz Brands (UTZ) in Q2 2026: 264 shares worth $3.71K. The stake represents ﹤0.01% of the portfolio and ranks #815 among its holdings.

234 funds tracked by Wall St. Rank hold UTZ as of Q2 2026.

Synergy Investment Management held 264 shares of Utz Brands worth $3.71K as of Q2 2026.
Utz Brands was a new Synergy Investment Management position in Q2 2026.
Utz Brands made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #815 holding.
234 funds tracked by Wall St. Rank held Utz Brands as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.