Nisa Investment Advisors
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Nisa Investment Advisors’s Utz Brands UTZ Stock Holding History

Nisa Investment 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
2026
Q1 		$9.46K Sell
1,194
-226
-16% -$2.1K ﹤0.01% 2258
2025
Q4 		$14.8K Buy
1,420
+1,277
+893% +$13.8K ﹤0.01% 2066
2025
Q3 		$1.75K Hold
143
– – ﹤0.01% 2647
2025
Q2 		$1.8K Sell
143
-89
-38% -$1.16K ﹤0.01% 2625
2025
Q1 		$3.27K Buy
232
+19
+9% +$261 ﹤0.01% 2349
2024
Q4 		$3.35K Buy
213
+157
+280% +$2.65K ﹤0.01% 2361
2024
Q3 		$995 Sell
56
-77
-58% -$1.28K ﹤0.01% 2578
2024
Q2 		$2.23K Sell
133
-4
-3% -$72 ﹤0.01% 2367
2024
Q1 		$2.53K Buy
+137
New +$2.44K ﹤0.01% 2197
2023
Q4 		– Sell
-1,270
Closed -$17.1K – 2749
2023
Q3 		$17.1K Sell
1,270
-14
-1% -$216 ﹤0.01% 2065
2023
Q2 		$21K Buy
1,284
+1,230
+2,278% +$21.1K ﹤0.01% 2084
2023
Q1 		$1K Hold
54
– – ﹤0.01% 2474
2022
Q4 		$1K Hold
54
– – ﹤0.01% 2524
2022
Q3 		$1K Buy
+54
New +$875 ﹤0.01% 2526
2022
Q2 		– Sell
-2,240
Closed -$33K – 2514
2022
Q1 		$33K Buy
2,240
+300
+15% +$4.69K ﹤0.01% 1946
2021
Q4 		$31K Buy
+1,940
New +$30.9K ﹤0.01% 1847

Other funds holding UTZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 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

Nisa Investment Advisors's UTZ Position: Q1 2026 in Review

Nisa Investment Advisors reduced its Utz Brands (UTZ) stake by 16% in Q1 2026, selling an estimated $2.1K and leaving 1,194 shares worth $9.46K. The position accounts for ﹤0.01% of the portfolio, ranked #2258.

Nisa Investment Advisors first reported a position in UTZ in Q4 2021 and has held it in 16 quarters since. The position peaked at $33K in Q1 2022. 226 funds tracked by Wall St. Rank hold UTZ as of Q1 2026.

  • Nisa Investment Advisors held 1,194 shares of Utz Brands worth $9.46K as of Q1 2026.
  • Nisa Investment Advisors sold 226 Utz Brands shares in Q1 2026, an estimated $2.1K.
  • Utz Brands made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q1 2026, its #2258 holding.
  • Nisa Investment Advisors first reported a position in Utz Brands in Q4 2021 and has held it in 16 quarters since.
  • Nisa Investment Advisors's Utz Brands position peaked at $33K in Q1 2022.
  • 226 funds tracked by Wall St. Rank held Utz Brands as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.