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Advisors Capital Management’s Utz Brands UTZ Stock Holding History

Advisors Capital Management’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
Q1 		$1.96M Sell
247,751
-863
-0.3% -$8.02K 0.02% 274
2025
Q4 		$2.58M Sell
248,614
-8,739
-3% -$94.3K 0.03% 260
2025
Q3 		$3.13M Buy
257,353
+2,664
+1% +$35.3K 0.04% 245
2025
Q2 		$3.2M Buy
254,689
+40,003
+19% +$523K 0.04% 234
2025
Q1 		$3.02M Buy
214,686
+69,796
+48% +$960K 0.05% 232
2024
Q4 		$2.27M Buy
144,890
+3,345
+2% +$56.5K 0.04% 246
2024
Q3 		$2.5M Sell
141,545
-1,717
-1% -$28.5K 0.04% 235
2024
Q2 		$2.38M Buy
143,262
+4,168
+3% +$75K 0.04% 240
2024
Q1 		$2.56M Sell
139,094
-555,223
-80% -$9.88M 0.05% 232
2023
Q4 		$11.3M Sell
694,317
-143,204
-17% -$1.89M 0.23% 122
2023
Q3 		$11.2M Buy
837,521
+29,432
+4% +$454K 0.29% 112
2023
Q2 		$13.2M Buy
808,089
+58,342
+8% +$1M 0.32% 107
2023
Q1 		$12.3M Sell
749,747
-928
-0.1% -$15.4K 0.32% 105
2022
Q4 		$11.9M Buy
750,675
+13,949
+2% +$231K 0.32% 96
2022
Q3 		$12.8M Buy
736,726
+34,877
+5% +$565K 0.34% 96
2022
Q2 		$9.7M Buy
701,849
+33,428
+5% +$465K 0.3% 102
2022
Q1 		$9.88M Buy
668,421
+43,419
+7% +$679K 0.27% 101
2021
Q4 		$9.97M Buy
625,002
+272,913
+78% +$4.34M 0.27% 105
2021
Q3 		$6.03M Buy
352,089
+35,659
+11% +$725K 0.18% 134
2021
Q2 		$6.89M Buy
316,430
+29,681
+10% +$741K 0.22% 123
2021
Q1 		$7.11M Buy
286,749
+32,266
+13% +$783K 0.25% 112
2020
Q4 		$5.61M Buy
254,483
+43,145
+20% +$820K 0.21% 123
2020
Q3 		$3.78M Buy
+211,338
New +$3.21M 0.18% 129

Other funds holding UTZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisors Capital Management's UTZ Position: Q1 2026 in Review

Advisors Capital Management reduced its Utz Brands (UTZ) stake by 0.35% in Q1 2026, selling an estimated $8.02K and leaving 247,751 shares worth $1.96M. The position accounts for 0.02% of the portfolio, ranked #274.

Advisors Capital Management first reported a position in UTZ in Q3 2020 and has held it in 23 quarters since. The position peaked at $13.2M in Q2 2023. 226 funds tracked by Wall St. Rank hold UTZ as of Q1 2026.

  • Advisors Capital Management held 247,751 shares of Utz Brands worth $1.96M as of Q1 2026.
  • Advisors Capital Management sold 863 Utz Brands shares in Q1 2026, an estimated $8.02K.
  • Utz Brands made up 0.02% of Advisors Capital Management's portfolio in Q1 2026, its #274 holding.
  • Advisors Capital Management first reported a position in Utz Brands in Q3 2020 and has held it in 23 quarters since.
  • Advisors Capital Management's Utz Brands position peaked at $13.2M in Q2 2023.
  • 226 funds tracked by Wall St. Rank held Utz Brands as of Q1 2026.

Based on Advisors Capital Management's 13F filing for Q1 2026, filed 1 May 2026.