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Creative Planning UTZ Position History
Utz Brands, Inc. • Consumer Defensive
Quarters held
8
Latest value
$4.8M
Q3 2026
Peak value
$4.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4K |
| Q3 2025 | $616K |
| Q4 2025 | $743K |
| Q1 2026 | $756K |
| Q2 2026 | $102K |
| Q2 2026 | $1.7M |
| Q3 2026 | $177K |
| Q3 2026 | $4.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.8M | 335.5K | — | — |
| Q3 2026 | $177K | 12.4K | — | — |
| Q2 2026 | $1.7M | 223.8K | — | — |
| Q2 2026 | $102K | 13.3K | — | — |
| Q1 2026 | $756K | 95.5K | — | — |
| Q4 2025 | $743K | 71.6K | — | — |
| Q3 2025 | $616K | 50.7K | — | — |
| Q3 2025 | $4K | 296 | — | — |