Baird Financial Group
UTZ icon

Baird Financial Group’s Utz Brands UTZ Stock Holding History

Baird Financial Group’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
-20,010
Closed -$208K – 1919
2025
Q4 		$208K Sell
20,010
-10,566
-35% -$114K ﹤0.01% 1727
2025
Q3 		$371K Buy
30,576
+5,592
+22% +$74.1K ﹤0.01% 1563
2025
Q2 		$314K Buy
24,984
+3,746
+18% +$49K ﹤0.01% 1574
2025
Q1 		$299K Buy
21,238
+2,287
+12% +$31.5K ﹤0.01% 1562
2024
Q4 		$297K Sell
18,951
-749
-4% -$12.7K ﹤0.01% 1565
2024
Q3 		$349K Sell
19,700
-11,664
-37% -$194K ﹤0.01% 1497
2024
Q2 		$522K Buy
31,364
+3,151
+11% +$56.7K ﹤0.01% 1371
2024
Q1 		$520K Buy
28,213
+8,762
+45% +$156K ﹤0.01% 1366
2023
Q4 		$316K Sell
19,451
-224
-1% -$2.96K ﹤0.01% 1500
2023
Q3 		$264K Sell
19,675
-8
-0% -$123 ﹤0.01% 1544
2023
Q2 		$322K Buy
19,683
+4,225
+27% +$72.5K ﹤0.01% 1481
2023
Q1 		$255K Sell
15,458
-3,092
-17% -$51.2K ﹤0.01% 1539
2022
Q4 		$294K Sell
18,550
-238
-1% -$3.95K ﹤0.01% 1463
2022
Q3 		$284K Buy
+18,788
New +$304K ﹤0.01% 1485

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

Baird Financial Group's UTZ Position: Q1 2026 in Review

Baird Financial Group sold out of Utz Brands (UTZ) in Q1 2026, closing a stake of 20,010 shares — an estimated $208K sold.

Baird Financial Group first reported a position in UTZ in Q3 2022 and held it in 14 quarters. The position peaked at $522K in Q2 2024. 226 funds tracked by Wall St. Rank hold UTZ as of Q1 2026.

  • Baird Financial Group reported no remaining Utz Brands position as of Q1 2026 after selling out during the quarter.
  • Baird Financial Group sold 20,010 Utz Brands shares in Q1 2026, an estimated $208K.
  • Baird Financial Group first reported a position in Utz Brands in Q3 2022 and held it in 14 quarters.
  • Baird Financial Group's Utz Brands position peaked at $522K in Q2 2024.
  • 226 funds tracked by Wall St. Rank held Utz Brands as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.