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MAI Capital Management’s Utz Brands UTZ Stock Holding History

MAI Capital Management’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 		$5.22K Buy
659
+498
+309% +$4.63K ﹤0.01% 3500
2025
Q4 		$1.67K Buy
+161
New +$1.74K ﹤0.01% 3471

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

MAI Capital Management's UTZ Position: Q1 2026 in Review

MAI Capital Management increased its Utz Brands (UTZ) stake by 309% in Q1 2026, buying an estimated $4.63K and bringing the position to 659 shares worth $5.22K. The position accounts for ﹤0.01% of the portfolio, ranked #3500.

MAI Capital Management first reported a position in UTZ in Q4 2025 and has held it in 2 quarters since. 226 funds tracked by Wall St. Rank hold UTZ as of Q1 2026.

  • MAI Capital Management held 659 shares of Utz Brands worth $5.22K as of Q1 2026.
  • MAI Capital Management bought 498 Utz Brands shares in Q1 2026, an estimated $4.63K.
  • Utz Brands made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #3500 holding.
  • MAI Capital Management first reported a position in Utz Brands in Q4 2025 and has held it in 2 quarters since.
  • 226 funds tracked by Wall St. Rank held Utz Brands as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.