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NewEdge Advisors’s Utz Brands UTZ Stock Holding History

NewEdge Advisors’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
2025
Q4 		– Sell
-2,009
Closed -$24.4K – 4381
2025
Q3 		$24.4K Buy
2,009
+9
+0.5% +$119 ﹤0.01% 3057
2025
Q2 		$25.1K Buy
+2,000
New +$26.2K ﹤0.01% 2871
2024
Q1 		– Sell
-389
Closed -$6.32K – 3963
2023
Q4 		$6.32K Buy
+389
New +$5.13K ﹤0.01% 3041
2023
Q3 		– Sell
-171
Closed -$2.8K – 3662
2023
Q2 		$2.8K Sell
171
-19,510
-99% -$335K ﹤0.01% 2998
2023
Q1 		$324K Sell
19,681
-24,498
-55% -$405K ﹤0.01% 1338
2022
Q4 		$693K Buy
44,179
+22,375
+103% +$371K 0.02% 651
2022
Q3 		$329K Buy
+21,804
New +$353K 0.01% 1162

Other funds holding UTZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NewEdge Advisors's UTZ Position: Q4 2025 in Review

NewEdge Advisors sold out of Utz Brands (UTZ) in Q4 2025, closing a stake of 2,009 shares — an estimated $24.4K sold.

NewEdge Advisors first reported a position in UTZ in Q3 2022 and held it in 7 quarters. The position peaked at $693K in Q4 2022. 229 funds tracked by Wall St. Rank hold UTZ as of Q4 2025.

  • NewEdge Advisors reported no remaining Utz Brands position as of Q4 2025 after selling out during the quarter.
  • NewEdge Advisors sold 2,009 Utz Brands shares in Q4 2025, an estimated $24.4K.
  • NewEdge Advisors first reported a position in Utz Brands in Q3 2022 and held it in 7 quarters.
  • NewEdge Advisors's Utz Brands position peaked at $693K in Q4 2022.
  • 229 funds tracked by Wall St. Rank held Utz Brands as of Q4 2025.

Based on NewEdge Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.