OAM
UTZ icon

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
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
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

Oppenheimer Asset Management's UTZ Position: Q1 2026 in Review

Oppenheimer Asset Management increased its Utz Brands (UTZ) stake by 5.3% in Q1 2026, buying an estimated $13.5K and bringing the position to 29,038 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #1032.

Oppenheimer Asset Management first reported a position in UTZ in Q4 2021 and has held it in 18 quarters since. The position peaked at $809K in Q2 2023. 226 funds tracked by Wall St. Rank hold UTZ as of Q1 2026.

  • Oppenheimer Asset Management held 29,038 shares of Utz Brands worth $230K as of Q1 2026.
  • Oppenheimer Asset Management bought 1,455 Utz Brands shares in Q1 2026, an estimated $13.5K.
  • Utz Brands made up ﹤0.01% of Oppenheimer Asset Management's portfolio in Q1 2026, its #1032 holding.
  • Oppenheimer Asset Management first reported a position in Utz Brands in Q4 2021 and has held it in 18 quarters since.
  • Oppenheimer Asset Management's Utz Brands position peaked at $809K in Q2 2023.
  • 226 funds tracked by Wall St. Rank held Utz Brands as of Q1 2026.

Based on Oppenheimer Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.