Capstone Investment Advisors
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Capstone Investment Advisors’s Utz Brands UTZ Stock Holding History

Capstone Investment Advisors’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
-134,333
Closed -$1.63M – 2070
2025
Q3 		$1.63M Buy
134,333
+103,954
+342% +$1.38M ﹤0.01% 843
2025
Q2 		$381K Buy
+30,379
New +$397K ﹤0.01% 1275
2021
Q1 		– Sell
-27,228
Closed -$601K – 1947
2020
Q4 		$601K Buy
+27,228
New +$518K ﹤0.01% 1213

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
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
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capstone Investment Advisors's UTZ Position: Q4 2025 in Review

Capstone Investment Advisors sold out of Utz Brands (UTZ) in Q4 2025, closing a stake of 134,333 shares — an estimated $1.63M sold.

Capstone Investment Advisors first reported a position in UTZ in Q4 2020 and held it in 3 quarters. The position peaked at $1.63M in Q3 2025. 229 funds tracked by Wall St. Rank hold UTZ as of Q4 2025.

  • Capstone Investment Advisors reported no remaining Utz Brands position as of Q4 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 134,333 Utz Brands shares in Q4 2025, an estimated $1.63M.
  • Capstone Investment Advisors first reported a position in Utz Brands in Q4 2020 and held it in 3 quarters.
  • Capstone Investment Advisors's Utz Brands position peaked at $1.63M in Q3 2025.
  • 229 funds tracked by Wall St. Rank held Utz Brands as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.