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Joel Greenblatt’s Utz Brands UTZ Stock Holding History

Joel Greenblatt’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
Q2 		$161K Buy
+20,912
New +$156K ﹤0.01% 1750
2025
Q1 		– Sell
-20,854
Closed -$327K – 1669
2024
Q4 		$327K Sell
20,854
-13,858
-40% -$234K ﹤0.01% 1240
2024
Q3 		$614K Sell
34,712
-18,922
-35% -$314K 0.01% 1042
2024
Q2 		$892K Buy
53,634
+42,941
+402% +$773K 0.01% 921
2024
Q1 		$197K Buy
+10,693
New +$190K ﹤0.01% 1291

Other funds holding UTZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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 Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Joel Greenblatt's UTZ Position: Q2 2026 in Review

Joel Greenblatt opened a new position in Utz Brands (UTZ) in Q2 2026: 20,912 shares worth $161K. The stake represents ﹤0.01% of the portfolio and ranks #1750 among its holdings. This is a return to the name: Joel Greenblatt previously reported a position in UTZ as recently as Q4 2024.

Joel Greenblatt first reported a position in UTZ in Q1 2024 and has held it in 5 quarters since. The position peaked at $892K in Q2 2024. 233 funds tracked by Wall St. Rank hold UTZ as of Q2 2026.

  • Joel Greenblatt held 20,912 shares of Utz Brands worth $161K as of Q2 2026.
  • Utz Brands was a new Joel Greenblatt position in Q2 2026.
  • Utz Brands made up ﹤0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1750 holding.
  • Joel Greenblatt first reported a position in Utz Brands in Q1 2024 and has held it in 5 quarters since.
  • Joel Greenblatt's Utz Brands position peaked at $892K in Q2 2024.
  • 233 funds tracked by Wall St. Rank held Utz Brands as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.