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Wealthspire Advisors (New York)’s Utz Brands UTZ Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-32
Closed -$389 – 2809
2025
Q3 		$389 Buy
+32
New +$424 ﹤0.01% 2867

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Alyeska Investment Group
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Balyasny Asset Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (New York)'s UTZ Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Utz Brands (UTZ) in Q4 2025, closing a stake of 32 shares — an estimated $389 sold.

Wealthspire Advisors (New York) first reported a position in UTZ in Q3 2025 and held it in 1 quarter. The position peaked at $389 in Q3 2025. 229 funds tracked by Wall St. Rank hold UTZ as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Utz Brands position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 32 Utz Brands shares in Q4 2025, an estimated $389.
  • Wealthspire Advisors (New York) first reported a position in Utz Brands in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Utz Brands position peaked at $389 in Q3 2025.
  • 229 funds tracked by Wall St. Rank held Utz Brands as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.