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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
Q2 		$624K Sell
81,080
-99,240
-55% -$740K 0.01% 1036
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
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

Algert Global's UTZ Position: Q2 2026 in Review

Algert Global reduced its Utz Brands (UTZ) stake by 55% in Q2 2026, selling an estimated $740K and leaving 81,080 shares worth $624K. The position accounts for 0.01% of the portfolio, ranked #1036.

Algert Global first reported a position in UTZ in Q4 2021 and has held it in 5 quarters since. The position peaked at $1.43M in Q1 2026. 235 funds tracked by Wall St. Rank hold UTZ as of Q2 2026.

  • Algert Global held 81,080 shares of Utz Brands worth $624K as of Q2 2026.
  • Algert Global sold 99,240 Utz Brands shares in Q2 2026, an estimated $740K.
  • Utz Brands made up 0.01% of Algert Global's portfolio in Q2 2026, its #1036 holding.
  • Algert Global first reported a position in Utz Brands in Q4 2021 and has held it in 5 quarters since.
  • Algert Global's Utz Brands position peaked at $1.43M in Q1 2026.
  • 235 funds tracked by Wall St. Rank held Utz Brands as of Q2 2026.

Based on Algert Global's 13F filing for Q2 2026, filed 13 Aug 2026.