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Outfitter Financial’s Utz Brands UTZ Stock Holding History

Outfitter Financial’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 		$478K Sell
60,370
-1,275
-2% -$11.8K 0.37% 70
2025
Q4 		$640K Sell
61,645
-7,200
-10% -$77.7K 0.5% 63
2025
Q3 		$836K Buy
68,845
+9,600
+16% +$127K 0.68% 53
2025
Q2 		$744K Buy
59,245
+5,045
+9% +$66K 0.63% 56
2025
Q1 		$763K Buy
54,200
+1,970
+4% +$27.1K 0.69% 52
2024
Q4 		$818K Buy
52,230
+300
+0.6% +$5.07K 0.65% 50
2024
Q3 		$919K Sell
51,930
-1,805
-3% -$30K 0.76% 47
2024
Q2 		$894K Sell
53,735
-30
-0.1% -$540 0.74% 47
2024
Q1 		$991K Sell
53,765
-450
-0.8% -$8.01K 0.81% 44
2023
Q4 		$880K Buy
54,215
+4,970
+10% +$65.6K 0.77% 47
2023
Q3 		$661K Buy
49,245
+1,000
+2% +$15.4K 0.62% 61
2023
Q2 		$789K Buy
48,245
+1,800
+4% +$30.9K 0.71% 54
2023
Q1 		$765K Sell
46,445
-400
-0.9% -$6.62K 0.69% 54
2022
Q4 		$743K Sell
46,845
-400
-0.8% -$6.63K 0.67% 57
2022
Q3 		$713K Buy
47,245
+805
+2% +$13K 0.7% 58
2022
Q2 		$642K Sell
46,440
-250
-0.5% -$3.48K 0.58% 61
2022
Q1 		$690K Buy
46,690
+4,025
+9% +$62.9K 0.53% 66
2021
Q4 		$681K Buy
42,665
+600
+1% +$9.55K 0.5% 66
2021
Q3 		$721K Buy
42,065
+3,650
+10% +$74.2K 0.57% 65
2021
Q2 		$837K Buy
38,415
+1,520
+4% +$37.9K 0.64% 60
2021
Q1 		$915K Buy
36,895
+3,495
+10% +$84.8K 0.75% 52
2020
Q4 		$737K Buy
+33,400
New +$635K 0.71% 55

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

Outfitter Financial's UTZ Position: Q1 2026 in Review

Outfitter Financial reduced its Utz Brands (UTZ) stake by 2.1% in Q1 2026, selling an estimated $11.8K and leaving 60,370 shares worth $478K. The position accounts for 0.37% of the portfolio, ranked #70.

Outfitter Financial first reported a position in UTZ in Q4 2020 and has held it in 22 quarters since. The position peaked at $991K in Q1 2024. 226 funds tracked by Wall St. Rank hold UTZ as of Q1 2026.

  • Outfitter Financial held 60,370 shares of Utz Brands worth $478K as of Q1 2026.
  • Outfitter Financial sold 1,275 Utz Brands shares in Q1 2026, an estimated $11.8K.
  • Utz Brands made up 0.37% of Outfitter Financial's portfolio in Q1 2026, its #70 holding.
  • Outfitter Financial first reported a position in Utz Brands in Q4 2020 and has held it in 22 quarters since.
  • Outfitter Financial's Utz Brands position peaked at $991K in Q1 2024.
  • 226 funds tracked by Wall St. Rank held Utz Brands as of Q1 2026.

Based on Outfitter Financial's 13F filing for Q1 2026, filed 21 Apr 2026.