Osaic Holdings
UTZ icon

Osaic Holdings’s Utz Brands UTZ Stock Holding History

Osaic Holdings’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 		$19.1K Buy
2,407
+1,176
+96% +$10.9K ﹤0.01% 5890
2025
Q4 		$12.8K Sell
1,231
-1,170
-49% -$12.6K ﹤0.01% 6185
2025
Q3 		$31.2K Sell
2,401
-1,355
-36% -$17.9K ﹤0.01% 5629
2025
Q2 		$47.3K Buy
3,756
+1,623
+76% +$21.2K ﹤0.01% 5092
2025
Q1 		$30K Sell
2,133
-2,224
-51% -$30.6K ﹤0.01% 5078
2024
Q4 		$68.2K Sell
4,357
-2,378
-35% -$40.2K ﹤0.01% 4464
2024
Q3 		$119K Buy
6,735
+1,224
+22% +$20.3K ﹤0.01% 4093
2024
Q2 		$91.7K Sell
5,511
-1,071
-16% -$19.3K ﹤0.01% 4209
2024
Q1 		$121K Sell
6,582
-96,159
-94% -$1.71M ﹤0.01% 4101
2023
Q4 		$1.67M Sell
102,741
-1,878
-2% -$24.8K ﹤0.01% 2014
2023
Q3 		$1.41M Buy
104,619
+31,551
+43% +$486K ﹤0.01% 2313
2023
Q2 		$1.19M Sell
73,068
-6,856
-9% -$118K ﹤0.01% 2331
2023
Q1 		$1.32M Buy
79,924
+885
+1% +$14.6K ﹤0.01% 2199
2022
Q4 		$1.25M Buy
79,039
+982
+1% +$16.3K ﹤0.01% 2167
2022
Q3 		$1.18M Buy
78,057
+4,779
+7% +$77.4K ﹤0.01% 2067
2022
Q2 		$1.01M Buy
73,278
+48,088
+191% +$669K ﹤0.01% 2248
2022
Q1 		$507K Buy
25,190
+9,551
+61% +$149K ﹤0.01% 3220
2021
Q4 		$253K Sell
15,639
-2,664
-15% -$42.4K ﹤0.01% 3736
2021
Q3 		$313K Buy
18,303
+3,428
+23% +$69.7K ﹤0.01% 3507
2021
Q2 		$326K Buy
14,875
+2,769
+23% +$69.1K ﹤0.01% 3437
2021
Q1 		$300K Buy
12,106
+2,027
+20% +$49.2K ﹤0.01% 3379
2020
Q4 		$222K Sell
10,079
-7,274
-42% -$138K ﹤0.01% 3389
2020
Q3 		$311K Buy
17,353
+17,253
+17,253% +$262K ﹤0.01% 2845
2020
Q2 		$1K Buy
+100
New +$1.16K ﹤0.01% 6001

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

Osaic Holdings's UTZ Position: Q1 2026 in Review

Osaic Holdings increased its Utz Brands (UTZ) stake by 96% in Q1 2026, buying an estimated $10.9K and bringing the position to 2,407 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #5890.

Osaic Holdings first reported a position in UTZ in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.67M in Q4 2023. 226 funds tracked by Wall St. Rank hold UTZ as of Q1 2026.

  • Osaic Holdings held 2,407 shares of Utz Brands worth $19.1K as of Q1 2026.
  • Osaic Holdings bought 1,176 Utz Brands shares in Q1 2026, an estimated $10.9K.
  • Utz Brands made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #5890 holding.
  • Osaic Holdings first reported a position in Utz Brands in Q2 2020 and has held it in 24 quarters since.
  • Osaic Holdings's Utz Brands position peaked at $1.67M in Q4 2023.
  • 226 funds tracked by Wall St. Rank held Utz Brands as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.