Oppenheimer Asset Management’s Utz Brands UTZ Stock Holding History

Oppenheimer Asset 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 Q2	$88.8K	Sell	11,532 -17,506	-60%	-$131K	﹤0.01%	1128
2026 Q1	$230K	Buy	29,038 +1,455	+5%	+$13.5K	﹤0.01%	1032
2025 Q4	$286K	Sell	27,583 -8,227	-23%	-$88.7K	﹤0.01%	927
2025 Q3	$435K	Sell	35,810 -987	-3%	-$13.1K	﹤0.01%	929
2025 Q2	$462K	Buy	36,797 +7,041	+24%	+$92.1K	0.01%	898
2025 Q1	$419K	Sell	29,756 -1,368	-4%	-$18.8K	0.01%	890
2024 Q4	$487K	Sell	31,124 -1,480	-5%	-$25K	0.01%	867
2024 Q3	$577K	Sell	32,604 -5,698	-15%	-$94.7K	0.01%	844
2024 Q2	$637K	Sell	38,302 -868	-2%	-$15.6K	0.01%	808
2024 Q1	$722K	Sell	39,170 -5,585	-12%	-$99.4K	0.01%	760
2023 Q4	$727K	Sell	44,755 -4,625	-9%	-$61K	0.01%	778
2023 Q3	$663K	Sell	49,380 -87	-0.2%	-$1.34K	0.01%	785
2023 Q2	$809K	Buy	49,467 +3,585	+8%	+$61.5K	0.01%	749
2023 Q1	$756K	Buy	45,882 +12,129	+36%	+$201K	0.01%	753
2022 Q4	$535K	Buy	33,753 +516	+2%	+$8.55K	0.01%	837
2022 Q3	$502K	Sell	33,237 -952	-3%	-$15.4K	0.01%	830
2022 Q2	$472K	Buy	34,189 +830	+2%	+$11.5K	0.01%	873
2022 Q1	$493K	Buy	33,359 +15,601	+88%	+$244K	0.01%	918
2021 Q4	$283K	Buy	+17,758	New	+$283K	﹤0.01%	1087

Other funds holding UTZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Oppenheimer Asset Management's UTZ Position: Q2 2026 in Review

Oppenheimer Asset Management reduced its Utz Brands (UTZ) stake by 60% in Q2 2026, selling an estimated $131K and leaving 11,532 shares worth $88.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1128.

Oppenheimer Asset Management first reported a position in UTZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $809K in Q2 2023. 235 funds tracked by Wall St. Rank hold UTZ as of Q2 2026.

Oppenheimer Asset Management held 11,532 shares of Utz Brands worth $88.8K as of Q2 2026.
Oppenheimer Asset Management sold 17,506 Utz Brands shares in Q2 2026, an estimated $131K.
Utz Brands made up ﹤0.01% of Oppenheimer Asset Management's portfolio in Q2 2026, its #1128 holding.
Oppenheimer Asset Management first reported a position in Utz Brands in Q4 2021 and has held it in 19 quarters since.
Oppenheimer Asset Management's Utz Brands position peaked at $809K in Q2 2023.
235 funds tracked by Wall St. Rank held Utz Brands as of Q2 2026.

Based on Oppenheimer Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.