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Cresset Asset Management’s Utz Brands UTZ Stock Holding History

Cresset Asset Management’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
-10,709
Closed -$131K – 1705
2025
Q3 		$131K Buy
10,709
+142
+1% +$1.88K ﹤0.01% 1472
2025
Q2 		$133K Sell
10,567
-290
-3% -$3.79K ﹤0.01% 1341
2025
Q1 		$153K Buy
10,857
+43
+0.4% +$592 ﹤0.01% 1571
2024
Q4 		$169K Sell
10,814
-26,238
-71% -$444K ﹤0.01% 1586
2024
Q3 		$658K Buy
37,052
+9,949
+37% +$165K ﹤0.01% 1381
2024
Q2 		$453K Sell
27,103
-511
-2% -$9.2K ﹤0.01% 1492
2024
Q1 		$509K Buy
27,614
+1,339
+5% +$23.8K ﹤0.01% 1330
2023
Q4 		$428K Buy
26,275
+5,098
+24% +$67.3K ﹤0.01% 1302
2023
Q3 		$286K Buy
21,177
+2,353
+13% +$36.3K ﹤0.01% 1453
2023
Q2 		$309K Buy
+18,824
New +$323K ﹤0.01% 1508

Other funds holding UTZ

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

Cresset Asset Management's UTZ Position: Q4 2025 in Review

Cresset Asset Management sold out of Utz Brands (UTZ) in Q4 2025, closing a stake of 10,709 shares — an estimated $131K sold.

Cresset Asset Management first reported a position in UTZ in Q2 2023 and held it in 10 quarters. The position peaked at $658K in Q3 2024. 229 funds tracked by Wall St. Rank hold UTZ as of Q4 2025.

  • Cresset Asset Management reported no remaining Utz Brands position as of Q4 2025 after selling out during the quarter.
  • Cresset Asset Management sold 10,709 Utz Brands shares in Q4 2025, an estimated $131K.
  • Cresset Asset Management first reported a position in Utz Brands in Q2 2023 and held it in 10 quarters.
  • Cresset Asset Management's Utz Brands position peaked at $658K in Q3 2024.
  • 229 funds tracked by Wall St. Rank held Utz Brands as of Q4 2025.

Based on Cresset Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.