Algert Global’s Utz Brands UTZ Stock Holding History

Algert Global’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	$1.43M	Buy	180,320 +66,680	+59%	+$619K	0.02%	784
2025 Q4	$1.18M	Buy	+113,640	New	+$1.23M	0.02%	820
2022 Q2	–	Sell	-42,633	Closed	-$630K	–	1394
2022 Q1	$630K	Buy	42,633 +24,833	+140%	+$388K	0.04%	731
2021 Q4	$284K	Buy	+17,800	New	+$283K	0.04%	749

Other funds holding UTZ

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 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 Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Algert Global's UTZ Position: Q1 2026 in Review

Algert Global increased its Utz Brands (UTZ) stake by 59% in Q1 2026, buying an estimated $619K and bringing the position to 180,320 shares worth $1.43M. The position accounts for 0.02% of the portfolio, ranked #784.

Algert Global first reported a position in UTZ in Q4 2021 and has held it in 4 quarters since. 226 funds tracked by Wall St. Rank hold UTZ as of Q1 2026.

Algert Global held 180,320 shares of Utz Brands worth $1.43M as of Q1 2026.
Algert Global bought 66,680 Utz Brands shares in Q1 2026, an estimated $619K.
Utz Brands made up 0.02% of Algert Global's portfolio in Q1 2026, its #784 holding.
Algert Global first reported a position in Utz Brands in Q4 2021 and has held it in 4 quarters since.
226 funds tracked by Wall St. Rank held Utz Brands as of Q1 2026.

Based on Algert Global's 13F filing for Q1 2026, filed 14 May 2026.