Morgan Stanley
UTZ icon

Morgan Stanley’s Utz Brands UTZ Stock Holding History

Morgan Stanley’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 		$4.71M Sell
594,765
-401,243
-40% -$3.73M ﹤0.01% 4181
2025
Q4 		$10.3M Buy
996,008
+262,764
+36% +$2.83M ﹤0.01% 3582
2025
Q3 		$8.91M Sell
733,244
-114,990
-14% -$1.52M ﹤0.01% 3646
2025
Q2 		$10.6M Buy
848,234
+314,238
+59% +$4.11M ﹤0.01% 3378
2025
Q1 		$7.52M Buy
533,996
+104,495
+24% +$1.44M ﹤0.01% 3585
2024
Q4 		$6.73M Sell
429,501
-98,296
-19% -$1.66M ﹤0.01% 3735
2024
Q3 		$9.34M Sell
527,797
-168,684
-24% -$2.8M ﹤0.01% 3475
2024
Q2 		$11.6M Buy
696,481
+297,848
+75% +$5.36M ﹤0.01% 3202
2024
Q1 		$7.35M Sell
398,633
-747,839
-65% -$13.3M ﹤0.01% 3581
2023
Q4 		$18.6M Buy
1,146,472
+584,761
+104% +$7.72M ﹤0.01% 3413
2023
Q3 		$7.54M Buy
561,711
+185,723
+49% +$2.86M ﹤0.01% 3378
2023
Q2 		$6.15M Sell
375,988
-323,280
-46% -$5.55M ﹤0.01% 3608
2023
Q1 		$11.5M Buy
699,268
+304,168
+77% +$5.03M ﹤0.01% 3011
2022
Q4 		$6.27M Sell
395,100
-117,480
-23% -$1.95M ﹤0.01% 3541
2022
Q3 		$7.74M Buy
512,580
+74,794
+17% +$1.21M ﹤0.01% 3235
2022
Q2 		$6.05M Buy
437,786
+48,255
+12% +$671K ﹤0.01% 3585
2022
Q1 		$5.76M Buy
389,531
+135,270
+53% +$2.11M ﹤0.01% 3536
2021
Q4 		$4.05M Sell
254,261
-1,585,561
-86% -$25.2M ﹤0.01% 3938
2021
Q3 		$31.5M Sell
1,839,822
-1,380,654
-43% -$28.1M ﹤0.01% 1666
2021
Q2 		$70.2M Sell
3,220,476
-3,268,485
-50% -$81.6M 0.01% 1074
2021
Q1 		$161M Buy
6,488,961
+1,860,251
+40% +$45.1M 0.02% 560
2020
Q4 		$102M Buy
4,628,710
+1,272,085
+38% +$24.2M 0.02% 710
2020
Q3 		$60.1M Sell
3,356,625
-120,574
-3% -$1.83M 0.01% 819
2020
Q2 		$47.6M Buy
+3,477,199
New +$40.3M 0.01% 860

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

Morgan Stanley's UTZ Position: Q1 2026 in Review

Morgan Stanley reduced its Utz Brands (UTZ) stake by 40% in Q1 2026, selling an estimated $3.73M and leaving 594,765 shares worth $4.71M. The position accounts for ﹤0.01% of the portfolio, ranked #4181.

Morgan Stanley first reported a position in UTZ in Q2 2020 and has held it in 24 quarters since. The position peaked at $161M in Q1 2021. 226 funds tracked by Wall St. Rank hold UTZ as of Q1 2026.

  • Morgan Stanley held 594,765 shares of Utz Brands worth $4.71M as of Q1 2026.
  • Morgan Stanley sold 401,243 Utz Brands shares in Q1 2026, an estimated $3.73M.
  • Utz Brands made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4181 holding.
  • Morgan Stanley first reported a position in Utz Brands in Q2 2020 and has held it in 24 quarters since.
  • Morgan Stanley's Utz Brands position peaked at $161M in Q1 2021.
  • 226 funds tracked by Wall St. Rank held Utz Brands as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.