Sageworth Trust Co UTZ UTZ BRANDS INC F CLASS A

Ownership history in Sageworth Trust Co  ·  5 quarters on record

AI Ownership Summary

Sageworth Trust Co reported UTZ BRANDS INC F CLASS A (UTZ) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 0.05% in 2025 Q3. The latest visible filing shows UTZ at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this UTZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sageworth Trust Co's position in UTZ BRANDS INC F CLASS A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

UTZ was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Sageworth Trust Co held UTZ — position size vs. price
% of Fund (quarterly)    UTZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 91,760 0% 0.03% $707K 2026-07-28 $14.08
2026 Q1 UNCHANGED 91,760 0% 0.03% $727K 2026-04-29 $7.68
2025 Q4 UNCHANGED 91,760 0% 0.04% $952K 2026-02-03 $9.99
2025 Q3 ADDED 91,760 +74,145 +420.9% 0.05% $1.1M 2025-11-07 $9.68
2025 Q2 INITIATED 17,615 0.01% $221K 2025-07-21 $13.64

FAQ About Sageworth Trust Co and UTZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sageworth Trust Co reported owning UTZ?

Sageworth Trust Co reported UTZ across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported UTZ position in Sageworth Trust Co's portfolio?

The largest reported portfolio weight for UTZ was 0.05% in 2025 Q3.

What is the latest reported UTZ position on this page?

The most recent filing on this page is 2026 Q2, when Sageworth Trust Co reported 91,760 shares, equal to 0.03% of portfolio, with an estimated market value of $707K.

What does the chart on this UTZ ownership page compare?

The chart compares Sageworth Trust Co's quarterly UTZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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