Fidelity Investments
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Fidelity Investments’s Utz Brands UTZ Stock Holding History

Fidelity Investments’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 		$9.61M Buy
1,213,158
+159,062
+15% +$1.48M ﹤0.01% 2060
2025
Q4 		$10.9M Buy
1,054,096
+453,075
+75% +$4.89M ﹤0.01% 1993
2025
Q3 		$7.3M Buy
601,021
+154,948
+35% +$2.05M ﹤0.01% 2113
2025
Q2 		$5.6M Buy
446,073
+441,094
+8,859% +$5.77M ﹤0.01% 2130
2025
Q1 		$70.1K Sell
4,979
-401
-7% -$5.52K ﹤0.01% 3709
2024
Q4 		$84.3K Sell
5,380
-963
-15% -$16.3K ﹤0.01% 3629
2024
Q3 		$112K Sell
6,343
-1,787
-22% -$29.7K ﹤0.01% 3414
2024
Q2 		$135K Buy
8,130
+4,741
+140% +$85.3K ﹤0.01% 3182
2024
Q1 		$62.5K Buy
3,389
+353
+12% +$6.28K ﹤0.01% 3476
2023
Q4 		$49.3K Buy
3,036
+1,218
+67% +$16.1K ﹤0.01% 3514
2023
Q3 		$24.4K Sell
1,818
-518
-22% -$7.99K ﹤0.01% 3706
2023
Q2 		$38.2K Buy
2,336
+790
+51% +$13.6K ﹤0.01% 3568
2023
Q1 		$25.5K Buy
1,546
+499
+48% +$8.26K ﹤0.01% 3742
2022
Q4 		$16.6K Sell
1,047
-798
-43% -$13.2K ﹤0.01% 3843
2022
Q3 		$28K Sell
1,845
-23,836
-93% -$386K ﹤0.01% 3718
2022
Q2 		$355K Buy
25,681
+25,249
+5,845% +$351K ﹤0.01% 2945
2022
Q1 		$6K Buy
432
+431
+43,100% +$6.74K ﹤0.01% 4401
2021
Q4 		$0 Buy
+1
New +$16 ﹤0.01% 4960
2021
Q3 		– Sell
-4
Closed – – 5070
2021
Q2 		$0 Buy
4
+3
+300% +$75 ﹤0.01% 4913
2021
Q1 		$0 Hold
1
– – ﹤0.01% 4562
2020
Q4 		$0 Buy
+1
New +$19 ﹤0.01% 4303

Other funds holding UTZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments's UTZ Position: Q1 2026 in Review

Fidelity Investments increased its Utz Brands (UTZ) stake by 15% in Q1 2026, buying an estimated $1.48M and bringing the position to 1,213,158 shares worth $9.61M. The position accounts for ﹤0.01% of the portfolio, ranked #2060.

Fidelity Investments first reported a position in UTZ in Q4 2020 and has held it in 21 quarters since. The position peaked at $10.9M in Q4 2025. 226 funds tracked by Wall St. Rank hold UTZ as of Q1 2026.

  • Fidelity Investments held 1,213,158 shares of Utz Brands worth $9.61M as of Q1 2026.
  • Fidelity Investments bought 159,062 Utz Brands shares in Q1 2026, an estimated $1.48M.
  • Utz Brands made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #2060 holding.
  • Fidelity Investments first reported a position in Utz Brands in Q4 2020 and has held it in 21 quarters since.
  • Fidelity Investments's Utz Brands position peaked at $10.9M in Q4 2025.
  • 226 funds tracked by Wall St. Rank held Utz Brands as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.