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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
Q3 		– Sell
-207
Closed -$1.59K – 2790
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 $67.3B AUM 21.9% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
NOI
Newton One Investments Newark, Delaware $392M AUM 8.6% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

True Wealth Design's UTZ Position: Q3 2026 in Review

True Wealth Design sold out of Utz Brands (UTZ) in Q3 2026, closing a stake of 207 shares — an estimated $1.59K sold.

True Wealth Design first reported a position in UTZ in Q2 2025 and held it in 4 quarters. The position peaked at $1.59K in Q2 2026. 10 funds tracked by Wall St. Rank hold UTZ as of Q3 2026.

  • True Wealth Design reported no remaining Utz Brands position as of Q3 2026 after selling out during the quarter.
  • True Wealth Design sold 207 Utz Brands shares in Q3 2026, an estimated $1.59K.
  • True Wealth Design first reported a position in Utz Brands in Q2 2025 and held it in 4 quarters.
  • True Wealth Design's Utz Brands position peaked at $1.59K in Q2 2026.
  • 10 funds tracked by Wall St. Rank held Utz Brands as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.