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Diversified Trust’s Utz Brands UTZ Stock Holding History

Diversified Trust’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
-33,995
Closed -$413K – 1102
2025
Q3 		$413K Sell
33,995
-8,200
-19% -$109K 0.01% 708
2025
Q2 		$530K Hold
42,195
– – 0.01% 576
2025
Q1 		$594K Sell
42,195
-14,113
-25% -$194K 0.01% 522
2024
Q4 		$882K Buy
56,308
+11,438
+25% +$193K 0.02% 402
2024
Q3 		$794K Hold
44,870
– – 0.02% 449
2024
Q2 		$747K Buy
44,870
+1,925
+4% +$34.7K 0.02% 422
2024
Q1 		$792K Buy
42,945
+4,490
+12% +$79.9K 0.02% 392
2023
Q4 		$625K Hold
38,455
– – 0.02% 428
2023
Q3 		$516K Buy
38,455
+2,216
+6% +$34.2K 0.02% 452
2023
Q2 		$593K Buy
36,239
+2,564
+8% +$44K 0.02% 410
2023
Q1 		$555K Buy
33,675
+2,050
+6% +$33.9K 0.02% 428
2022
Q4 		$502K Buy
31,625
+1,425
+5% +$23.6K 0.02% 422
2022
Q3 		$456K Hold
30,200
– – 0.02% 421
2022
Q2 		$417K Sell
30,200
-1,950
-6% -$27.1K 0.02% 451
2022
Q1 		$475K Buy
32,150
+3,875
+14% +$60.6K 0.02% 475
2021
Q4 		$451K Buy
28,275
+7,730
+38% +$123K 0.01% 494
2021
Q3 		$352K Buy
20,545
+9,370
+84% +$190K 0.01% 528
2021
Q2 		$244K Buy
+11,175
New +$279K 0.01% 634

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

Diversified Trust's UTZ Position: Q4 2025 in Review

Diversified Trust sold out of Utz Brands (UTZ) in Q4 2025, closing a stake of 33,995 shares — an estimated $413K sold.

Diversified Trust first reported a position in UTZ in Q2 2021 and held it in 18 quarters. The position peaked at $882K in Q4 2024. 229 funds tracked by Wall St. Rank hold UTZ as of Q4 2025.

  • Diversified Trust reported no remaining Utz Brands position as of Q4 2025 after selling out during the quarter.
  • Diversified Trust sold 33,995 Utz Brands shares in Q4 2025, an estimated $413K.
  • Diversified Trust first reported a position in Utz Brands in Q2 2021 and held it in 18 quarters.
  • Diversified Trust's Utz Brands position peaked at $882K in Q4 2024.
  • 229 funds tracked by Wall St. Rank held Utz Brands as of Q4 2025.

Based on Diversified Trust's 13F filing for Q4 2025, filed 9 Jan 2026.