Ballentine Partners’s Utz Brands UTZ Stock Holding History

Ballentine Partners’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
2025 Q4	–	Sell	-12,877	Closed	-$156K	–	1087
2025 Q3	$156K	Sell	12,877 -611	-5%	-$8.09K	﹤0.01%	949
2025 Q2	$169K	Buy	+13,488	New	+$176K	﹤0.01%	900
2025 Q1	–	Sell	-14,075	Closed	-$220K	–	999
2024 Q4	$220K	Buy	+14,075	New	+$238K	﹤0.01%	748

Other funds holding UTZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Ballentine Partners's UTZ Position: Q4 2025 in Review

Ballentine Partners sold out of Utz Brands (UTZ) in Q4 2025, closing a stake of 12,877 shares — an estimated $156K sold.

Ballentine Partners first reported a position in UTZ in Q4 2024 and held it in 3 quarters. The position peaked at $220K in Q4 2024. 229 funds tracked by Wall St. Rank hold UTZ as of Q4 2025.

Ballentine Partners reported no remaining Utz Brands position as of Q4 2025 after selling out during the quarter.
Ballentine Partners sold 12,877 Utz Brands shares in Q4 2025, an estimated $156K.
Ballentine Partners first reported a position in Utz Brands in Q4 2024 and held it in 3 quarters.
Ballentine Partners's Utz Brands position peaked at $220K in Q4 2024.
229 funds tracked by Wall St. Rank held Utz Brands as of Q4 2025.

Based on Ballentine Partners's 13F filing for Q4 2025, filed 3 Feb 2026.