Blue Trust Inc’s Utz Brands UTZ Stock Holding History

Blue Trust Inc’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	-836	Closed	-$8.68K	–	2687
2025 Q4	$8.68K	Sell	836 -253	-23%	-$2.73K	﹤0.01%	1895
2025 Q3	$13.2K	Sell	1,089 -67	-6%	-$888	﹤0.01%	1788
2025 Q2	$14.5K	Buy	1,156 +277	+32%	+$3.62K	﹤0.01%	1786
2025 Q1	$12.4K	Buy	+879	New	+$12.1K	﹤0.01%	1807
2024 Q4	–	Sell	-1,219	Closed	-$20.3K	–	2980
2024 Q3	$20.3K	Buy	1,219 +1,087	+823%	+$18.1K	﹤0.01%	1932
2024 Q2	$2.43K	Buy	+132	New	+$2.38K	﹤0.01%	2393
2024 Q1	–	Sell	-170	Closed	-$2K	–	2711
2023 Q4	$2K	Buy	+170	New	+$2.24K	﹤0.01%	2224

Other funds holding UTZ

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Blue Trust Inc's UTZ Position: Q1 2026 in Review

Blue Trust Inc sold out of Utz Brands (UTZ) in Q1 2026, closing a stake of 836 shares — an estimated $8.68K sold.

Blue Trust Inc first reported a position in UTZ in Q4 2023 and held it in 7 quarters. The position peaked at $20.3K in Q3 2024. 226 funds tracked by Wall St. Rank hold UTZ as of Q1 2026.

Blue Trust Inc reported no remaining Utz Brands position as of Q1 2026 after selling out during the quarter.
Blue Trust Inc sold 836 Utz Brands shares in Q1 2026, an estimated $8.68K.
Blue Trust Inc first reported a position in Utz Brands in Q4 2023 and held it in 7 quarters.
Blue Trust Inc's Utz Brands position peaked at $20.3K in Q3 2024.
226 funds tracked by Wall St. Rank held Utz Brands as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.