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
Q2 		$356K Buy
45,469
+31,717
+231% +$237K ﹤0.01% 3033
2026
Q1 		$106K Buy
+13,752
New +$128K ﹤0.01% 3307

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FBT
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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
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 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

Wealth Enhancement Advisory Services's UTZ Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Utz Brands (UTZ) stake by 231% in Q2 2026, buying an estimated $237K and bringing the position to 45,469 shares worth $356K. The position accounts for ﹤0.01% of the portfolio, ranked #3033.

Wealth Enhancement Advisory Services first reported a position in UTZ in Q1 2026 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold UTZ as of Q2 2026.

  • Wealth Enhancement Advisory Services held 45,469 shares of Utz Brands worth $356K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 31,717 Utz Brands shares in Q2 2026, an estimated $237K.
  • Utz Brands made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3033 holding.
  • Wealth Enhancement Advisory Services first reported a position in Utz Brands in Q1 2026 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held Utz Brands as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.