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Bahl & Gaynor’s Utz Brands UTZ Stock Holding History

Bahl & Gaynor’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 		– Sell
-974,470
Closed -$10.1M – 337
2025
Q4 		$10.1M Sell
974,470
-71,362
-7% -$770K 0.05% 143
2025
Q3 		$12.7M Buy
1,045,832
+72,965
+7% +$967K 0.06% 133
2025
Q2 		$12.2M Buy
972,867
+58,542
+6% +$766K 0.06% 132
2025
Q1 		$12.9M Buy
914,325
+630,149
+222% +$8.67M 0.07% 129
2024
Q4 		$4.45M Sell
284,176
-19,404
-6% -$328K 0.02% 173
2024
Q3 		$5.37M Buy
303,580
+63,619
+27% +$1.06M 0.03% 171
2024
Q2 		$3.99M Buy
239,961
+74,633
+45% +$1.34M 0.02% 186
2024
Q1 		$3.05M Buy
165,328
+21,728
+15% +$387K 0.02% 192
2023
Q4 		$2.33M Sell
143,600
-2,253
-2% -$29.7K 0.01% 196
2023
Q3 		$1.96M Buy
145,853
+340
+0.2% +$5.24K 0.01% 201
2023
Q2 		$2.38M Buy
145,513
+1,083
+0.7% +$18.6K 0.01% 198
2023
Q1 		$2.38M Buy
144,430
+2,634
+2% +$43.6K 0.01% 202
2022
Q4 		$2.25M Sell
141,796
-2,207
-2% -$36.6K 0.01% 206
2022
Q3 		$2.17M Sell
144,003
-50,683
-26% -$821K 0.01% 201
2022
Q2 		$2.69M Buy
194,686
+7,272
+4% +$101K 0.02% 194
2022
Q1 		$2.77M Buy
187,414
+31,288
+20% +$489K 0.02% 198
2021
Q4 		$2.49M Sell
156,126
-4,930
-3% -$78.5K 0.01% 216
2021
Q3 		$2.76M Buy
161,056
+42,896
+36% +$872K 0.02% 207
2021
Q2 		$2.57M Buy
+118,160
New +$2.95M 0.02% 217

Other funds holding UTZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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 Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bahl & Gaynor's UTZ Position: Q1 2026 in Review

Bahl & Gaynor sold out of Utz Brands (UTZ) in Q1 2026, closing a stake of 974,470 shares — an estimated $10.1M sold.

Bahl & Gaynor first reported a position in UTZ in Q2 2021 and held it in 19 quarters. The position peaked at $12.9M in Q1 2025. 226 funds tracked by Wall St. Rank hold UTZ as of Q1 2026.

  • Bahl & Gaynor reported no remaining Utz Brands position as of Q1 2026 after selling out during the quarter.
  • Bahl & Gaynor sold 974,470 Utz Brands shares in Q1 2026, an estimated $10.1M.
  • Bahl & Gaynor first reported a position in Utz Brands in Q2 2021 and held it in 19 quarters.
  • Bahl & Gaynor's Utz Brands position peaked at $12.9M in Q1 2025.
  • 226 funds tracked by Wall St. Rank held Utz Brands as of Q1 2026.

Based on Bahl & Gaynor's 13F filing for Q1 2026, filed 7 May 2026.