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True Wealth Design’s Utz Brands UTZ Stock Holding History

True Wealth Design’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 		$1.59K Buy
207
+156
+306% +$1.16K ﹤0.01% 1790
2026
Q1 		$404 Buy
+51
New +$474 ﹤0.01% 2125
2025
Q4 		– Sell
-37
Closed -$450 – 2825
2025
Q3 		$450 Buy
37
+27
+270% +$358 ﹤0.01% 2045
2025
Q2 		$126 Buy
+10
New +$131 ﹤0.01% 2188

Other funds holding UTZ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FBT
First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

True Wealth Design's UTZ Position: Q2 2026 in Review

True Wealth Design increased its Utz Brands (UTZ) stake by 306% in Q2 2026, buying an estimated $1.16K and bringing the position to 207 shares worth $1.59K. The position accounts for ﹤0.01% of the portfolio, ranked #1790.

True Wealth Design first reported a position in UTZ in Q2 2025 and has held it in 4 quarters since. 12 funds tracked by Wall St. Rank hold UTZ as of Q2 2026.

  • True Wealth Design held 207 shares of Utz Brands worth $1.59K as of Q2 2026.
  • True Wealth Design bought 156 Utz Brands shares in Q2 2026, an estimated $1.16K.
  • Utz Brands made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1790 holding.
  • True Wealth Design first reported a position in Utz Brands in Q2 2025 and has held it in 4 quarters since.
  • 12 funds tracked by Wall St. Rank held Utz Brands as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.