Orion Portfolio Solutions’s Utz Brands UTZ Stock Holding History

Orion Portfolio Solutions’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 Q1	$1.53M	Buy	108,784 +26,975	+33%	+$371K	0.02%	855
2024 Q4	$1.28M	Sell	81,809 -3,768	-4%	-$63.7K	0.01%	911
2024 Q3	$1.51M	Sell	85,577 -4,893	-5%	-$81.3K	0.02%	832
2024 Q2	$1.51M	Sell	90,470 -6,522	-7%	-$117K	0.02%	779
2024 Q1	$1.79M	Buy	96,992 +38,047	+65%	+$677K	0.02%	711
2023 Q4	$1.03M	Sell	58,945 -52,417	-47%	-$692K	0.01%	928
2023 Q3	$1.5M	Sell	111,362 -9,126	-8%	-$141K	0.02%	737
2023 Q2	$1.97M	Sell	120,488 -8,562	-7%	-$147K	0.02%	662
2023 Q1	$2.13M	Buy	+129,050	New	+$2.14M	0.03%	566

Other funds holding UTZ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Orion Portfolio Solutions's UTZ Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Utz Brands (UTZ) stake by 33% in Q1 2025, buying an estimated $371K and bringing the position to 108,784 shares worth $1.53M. The position accounts for 0.02% of the portfolio, ranked #855.

Orion Portfolio Solutions first reported a position in UTZ in Q1 2023 and has held it in 9 quarters since. The position peaked at $2.13M in Q1 2023. 238 funds tracked by Wall St. Rank hold UTZ as of Q1 2025.

Orion Portfolio Solutions held 108,784 shares of Utz Brands worth $1.53M as of Q1 2025.
Orion Portfolio Solutions bought 26,975 Utz Brands shares in Q1 2025, an estimated $371K.
Utz Brands made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #855 holding.
Orion Portfolio Solutions first reported a position in Utz Brands in Q1 2023 and has held it in 9 quarters since.
Orion Portfolio Solutions's Utz Brands position peaked at $2.13M in Q1 2023.
238 funds tracked by Wall St. Rank held Utz Brands as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.