Invesco
UTZ icon

Invesco’s Utz Brands UTZ Stock Holding History

Invesco’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 		$1.2M Buy
151,874
+19,874
+15% +$185K ﹤0.01% 2781
2025
Q4 		$1.37M Buy
132,000
+24,167
+22% +$261K ﹤0.01% 2772
2025
Q3 		$1.31M Buy
107,833
+19,913
+23% +$264K ﹤0.01% 2806
2025
Q2 		$1.1M Buy
87,920
+2,793
+3% +$36.5K ﹤0.01% 2808
2025
Q1 		$1.2M Buy
85,127
+8,476
+11% +$117K ﹤0.01% 2751
2024
Q4 		$1.2M Sell
76,651
-320
-0.4% -$5.41K ﹤0.01% 2838
2024
Q3 		$1.36M Sell
76,971
-92,843
-55% -$1.54M ﹤0.01% 2784
2024
Q2 		$2.83M Buy
169,814
+12,530
+8% +$226K ﹤0.01% 2449
2024
Q1 		$2.9M Buy
157,284
+84,255
+115% +$1.5M ﹤0.01% 2505
2023
Q4 		$1.19M Sell
73,029
-18,214
-20% -$240K ﹤0.01% 2816
2023
Q3 		$1.23M Sell
91,243
-179,583
-66% -$2.77M ﹤0.01% 2778
2023
Q2 		$4.43M Buy
270,826
+33,877
+14% +$582K ﹤0.01% 2304
2023
Q1 		$3.9M Buy
236,949
+149,025
+169% +$2.47M ﹤0.01% 2333
2022
Q4 		$1.39M Sell
87,924
-112,679
-56% -$1.87M ﹤0.01% 2784
2022
Q3 		$3.03M Buy
200,603
+110,989
+124% +$1.8M ﹤0.01% 2462
2022
Q2 		$1.24M Buy
89,614
+32,943
+58% +$458K ﹤0.01% 2906
2022
Q1 		$837K Buy
56,671
+30,980
+121% +$484K ﹤0.01% 3151
2021
Q4 		$409K Sell
25,691
-3,040
-11% -$48.4K ﹤0.01% 3473
2021
Q3 		$492K Buy
28,731
+5,007
+21% +$102K ﹤0.01% 3438
2021
Q2 		$517K Sell
23,724
-40,191
-63% -$1M ﹤0.01% 3405
2021
Q1 		$1.58M Buy
+63,915
New +$1.55M ﹤0.01% 2867

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

Invesco's UTZ Position: Q1 2026 in Review

Invesco increased its Utz Brands (UTZ) stake by 15% in Q1 2026, buying an estimated $185K and bringing the position to 151,874 shares worth $1.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2781.

Invesco first reported a position in UTZ in Q1 2021 and has held it in 21 quarters since. The position peaked at $4.43M in Q2 2023. 226 funds tracked by Wall St. Rank hold UTZ as of Q1 2026.

  • Invesco held 151,874 shares of Utz Brands worth $1.2M as of Q1 2026.
  • Invesco bought 19,874 Utz Brands shares in Q1 2026, an estimated $185K.
  • Utz Brands made up ﹤0.01% of Invesco's portfolio in Q1 2026, its #2781 holding.
  • Invesco first reported a position in Utz Brands in Q1 2021 and has held it in 21 quarters since.
  • Invesco's Utz Brands position peaked at $4.43M in Q2 2023.
  • 226 funds tracked by Wall St. Rank held Utz Brands as of Q1 2026.

Based on Invesco's 13F filing for Q1 2026, filed 12 May 2026.