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Emerald Advisers’s Utz Brands UTZ Stock Holding History

Emerald Advisers’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
-360,650
Closed -$3.74M – 258
2025
Q4 		$3.74M Sell
360,650
-67,259
-16% -$725K 0.12% 117
2025
Q3 		$5.2M Sell
427,909
-7,935
-2% -$105K 0.17% 117
2025
Q2 		$5.47M Buy
435,844
+17,672
+4% +$231K 0.2% 110
2025
Q1 		$5.89M Sell
418,172
-9,829
-2% -$135K 0.27% 102
2024
Q4 		$6.7M Sell
428,001
-12,095
-3% -$204K 0.26% 106
2024
Q3 		$7.79M Sell
440,096
-312,861
-42% -$5.2M 0.3% 102
2024
Q2 		$12.5M Sell
752,957
-43,836
-6% -$789K 0.53% 68
2024
Q1 		$14.7M Buy
796,793
+21,936
+3% +$390K 0.59% 67
2023
Q4 		$12.6M Sell
774,857
-155,039
-17% -$2.05M 0.54% 79
2023
Q3 		$12.5M Buy
929,896
+126,948
+16% +$1.96M 0.6% 77
2023
Q2 		$13.1M Buy
802,948
+173,508
+28% +$2.98M 0.57% 79
2023
Q1 		$10.4M Sell
629,440
-15,844
-2% -$262K 0.5% 85
2022
Q4 		$10.2M Buy
645,284
+159,614
+33% +$2.65M 0.49% 89
2022
Q3 		$7.33M Buy
485,670
+484,180
+32,495% +$7.85M 0.38% 93
2022
Q2 		$21K Hold
1,490
– – ﹤0.01% 240
2022
Q1 		$22K Hold
1,490
– – ﹤0.01% 252
2021
Q4 		$24K Buy
+1,490
New +$23.7K ﹤0.01% 270
2021
Q3 		– Sell
-19,775
Closed -$431K – 287
2021
Q2 		$431K Hold
19,775
– – 0.02% 203
2021
Q1 		$490K Hold
19,775
– – 0.02% 197
2020
Q4 		$436K Buy
19,775
+4,435
+29% +$84.3K 0.01% 207
2020
Q3 		$275K Buy
15,340
+5,690
+59% +$86.3K 0.01% 215
2020
Q2 		$132K Buy
+9,650
New +$112K 0.01% 231

Other funds holding UTZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Emerald Advisers's UTZ Position: Q1 2026 in Review

Emerald Advisers sold out of Utz Brands (UTZ) in Q1 2026, closing a stake of 360,650 shares — an estimated $3.74M sold.

Emerald Advisers first reported a position in UTZ in Q2 2020 and held it in 22 quarters. The position peaked at $14.7M in Q1 2024. 226 funds tracked by Wall St. Rank hold UTZ as of Q1 2026.

  • Emerald Advisers reported no remaining Utz Brands position as of Q1 2026 after selling out during the quarter.
  • Emerald Advisers sold 360,650 Utz Brands shares in Q1 2026, an estimated $3.74M.
  • Emerald Advisers first reported a position in Utz Brands in Q2 2020 and held it in 22 quarters.
  • Emerald Advisers's Utz Brands position peaked at $14.7M in Q1 2024.
  • 226 funds tracked by Wall St. Rank held Utz Brands as of Q1 2026.

Based on Emerald Advisers's 13F filing for Q1 2026, filed 4 May 2026.