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Whipplewood Advisors’s Utz Brands UTZ Stock Holding History

Whipplewood 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
-6
Closed -$48 – 1015
2026
Q1 		$48 Buy
+6
New +$56 ﹤0.01% 1055
2025
Q3 		– Sell
-245
Closed -$3.08K – 1124
2025
Q2 		$3.08K Buy
245
+221
+921% +$2.89K ﹤0.01% 798
2025
Q1 		$3.45K Sell
24
-221
-90% -$3.04K ﹤0.01% 772
2024
Q4 		$3.84K Buy
+245
New +$4.14K ﹤0.01% 747

Other funds holding UTZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Whipplewood Advisors's UTZ Position: Q2 2026 in Review

Whipplewood Advisors sold out of Utz Brands (UTZ) in Q2 2026, closing a stake of 6 shares — an estimated $48 sold.

Whipplewood Advisors first reported a position in UTZ in Q4 2024 and held it in 4 quarters. The position peaked at $3.84K in Q4 2024. 234 funds tracked by Wall St. Rank hold UTZ as of Q2 2026.

  • Whipplewood Advisors reported no remaining Utz Brands position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 6 Utz Brands shares in Q2 2026, an estimated $48.
  • Whipplewood Advisors first reported a position in Utz Brands in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Utz Brands position peaked at $3.84K in Q4 2024.
  • 234 funds tracked by Wall St. Rank held Utz Brands as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.