Twin Peaks Wealth Advisors’s Utz Brands UTZ Stock Holding History

Twin Peaks Wealth Advisors’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 Q3	–	Sell	-1	Closed	-$13	–	2029
2025 Q2	$13	Buy	+1	New	+$13	﹤0.01%	2261

Other funds holding UTZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

CCM

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

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

Twin Peaks Wealth Advisors's UTZ Position: Q3 2025 in Review

Twin Peaks Wealth Advisors sold out of Utz Brands (UTZ) in Q3 2025, closing a stake of 1 share — an estimated $13 sold.

Twin Peaks Wealth Advisors first reported a position in UTZ in Q2 2025 and held it in 1 quarter. The position peaked at $13 in Q2 2025. 239 funds tracked by Wall St. Rank hold UTZ as of Q3 2025.

Twin Peaks Wealth Advisors reported no remaining Utz Brands position as of Q3 2025 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 1 Utz Brands share in Q3 2025, an estimated $13.
Twin Peaks Wealth Advisors first reported a position in Utz Brands in Q2 2025 and held it in 1 quarter.
Twin Peaks Wealth Advisors's Utz Brands position peaked at $13 in Q2 2025.
239 funds tracked by Wall St. Rank held Utz Brands as of Q3 2025.

Based on Twin Peaks Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.