Delta Asset Management’s Utz Brands UTZ Stock Holding History

Delta 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	-5,000	Closed	-$60.8K	–	614
2025 Q3	$60.8K	Hold	5,000	–	–	0.01%	252
2025 Q2	$62.8K	Hold	5,000	–	–	0.01%	237
2025 Q1	$70.4K	Hold	5,000	–	–	0.01%	218
2024 Q4	$78.3K	Hold	5,000	–	–	0.01%	218
2024 Q3	$88.5K	Hold	5,000	–	–	0.01%	209
2024 Q2	$83.2K	Hold	5,000	–	–	0.01%	206
2024 Q1	$92.2K	Hold	5,000	–	–	0.01%	204
2023 Q4	$81.2K	Buy	5,000 +2,500	+100%	+$33K	0.01%	209
2023 Q3	$33.6K	Hold	2,500	–	–	﹤0.01%	291
2023 Q2	$40.9K	Buy	+2,500	New	+$42.9K	﹤0.01%	278

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

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

Delta Asset Management sold out of Utz Brands (UTZ) in Q4 2025, closing a stake of 5,000 shares — an estimated $60.8K sold.

Delta Asset Management first reported a position in UTZ in Q2 2023 and held it in 10 quarters. The position peaked at $92.2K in Q1 2024. 229 funds tracked by Wall St. Rank hold UTZ as of Q4 2025.

Delta Asset Management reported no remaining Utz Brands position as of Q4 2025 after selling out during the quarter.
Delta Asset Management sold 5,000 Utz Brands shares in Q4 2025, an estimated $60.8K.
Delta Asset Management first reported a position in Utz Brands in Q2 2023 and held it in 10 quarters.
Delta Asset Management's Utz Brands position peaked at $92.2K in Q1 2024.
229 funds tracked by Wall St. Rank held Utz Brands as of Q4 2025.

Based on Delta Asset Management's 13F filing for Q4 2025, filed 9 Feb 2026.