Wealth Preservation Advisors’s Utz Brands UTZ Stock Holding History

Wealth Preservation 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
2026 Q2	–	Sell	-144	Closed	-$1.14K	–	903
2026 Q1	$1.14K	Buy	+144	New	+$1.34K	﹤0.01%	671

Other funds holding UTZ

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

CCM

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Wealth Preservation Advisors's UTZ Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Utz Brands (UTZ) in Q2 2026, closing a stake of 144 shares — an estimated $1.14K sold.

Wealth Preservation Advisors first reported a position in UTZ in Q1 2026 and held it in 1 quarter. The position peaked at $1.14K in Q1 2026. 235 funds tracked by Wall St. Rank hold UTZ as of Q2 2026.

Wealth Preservation Advisors reported no remaining Utz Brands position as of Q2 2026 after selling out during the quarter.
Wealth Preservation Advisors sold 144 Utz Brands shares in Q2 2026, an estimated $1.14K.
Wealth Preservation Advisors first reported a position in Utz Brands in Q1 2026 and held it in 1 quarter.
Wealth Preservation Advisors's Utz Brands position peaked at $1.14K in Q1 2026.
235 funds tracked by Wall St. Rank held Utz Brands as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.