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Atria Investments’s Utz Brands UTZ Stock Holding History

Atria Investments’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 		$89K Buy
+11,238
New +$104K ﹤0.01% 2010
2025
Q3 		– Sell
-11,251
Closed -$141K – 2152
2025
Q2 		$141K Sell
11,251
-887
-7% -$11.6K ﹤0.01% 1949
2025
Q1 		$171K Buy
+12,138
New +$167K ﹤0.01% 1840
2024
Q3 		– Sell
-12,064
Closed -$201K – 2052
2024
Q2 		$201K Buy
+12,064
New +$217K ﹤0.01% 1821

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

Atria Investments's UTZ Position: Q1 2026 in Review

Atria Investments opened a new position in Utz Brands (UTZ) in Q1 2026: 11,238 shares worth $89K. The stake represents ﹤0.01% of the portfolio and ranks #2010 among its holdings. This is a return to the name: Atria Investments previously reported a position in UTZ as recently as Q2 2025.

Atria Investments first reported a position in UTZ in Q2 2024 and has held it in 4 quarters since. The position peaked at $201K in Q2 2024. 226 funds tracked by Wall St. Rank hold UTZ as of Q1 2026.

  • Atria Investments held 11,238 shares of Utz Brands worth $89K as of Q1 2026.
  • Utz Brands was a new Atria Investments position in Q1 2026.
  • Utz Brands made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #2010 holding.
  • Atria Investments first reported a position in Utz Brands in Q2 2024 and has held it in 4 quarters since.
  • Atria Investments's Utz Brands position peaked at $201K in Q2 2024.
  • 226 funds tracked by Wall St. Rank held Utz Brands as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.