Wealth Enhancement Advisory Services
UTZ icon

Wealth Enhancement Advisory Services’s Utz Brands UTZ Stock Holding History

Wealth Enhancement Advisory Services’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 		$264K Sell
18,467
-27,002
-59% -$348K ﹤0.01% 3477
2026
Q2 		$356K Buy
45,469
+31,717
+231% +$237K ﹤0.01% 3033
2026
Q1 		$106K Buy
+13,752
New +$128K ﹤0.01% 3307

Other funds holding UTZ

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Trust Capital Management
First Trust Capital Management Chicago, Illinois $2.08B AUM 59.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
New York Life Investment Management
New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Sageworth Trust
Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.53% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Wealth Enhancement Advisory Services's UTZ Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Utz Brands (UTZ) stake by 59% in Q3 2026, selling an estimated $348K and leaving 18,467 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #3477.

Wealth Enhancement Advisory Services first reported a position in UTZ in Q1 2026 and has held it in 3 quarters since. The position peaked at $356K in Q2 2026. 78 funds tracked by Wall St. Rank hold UTZ as of Q3 2026.

  • Wealth Enhancement Advisory Services held 18,467 shares of Utz Brands worth $264K as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 27,002 Utz Brands shares in Q3 2026, an estimated $348K.
  • Utz Brands made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3477 holding.
  • Wealth Enhancement Advisory Services first reported a position in Utz Brands in Q1 2026 and has held it in 3 quarters since.
  • Wealth Enhancement Advisory Services's Utz Brands position peaked at $356K in Q2 2026.
  • 78 funds tracked by Wall St. Rank held Utz Brands as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.