Pathstone Holdings’s Utz Brands UTZ Stock Holding History

Pathstone 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	$1.06M	Sell	133,818 -6,358	-5%	-$59.1K	﹤0.01%	1379
2025 Q4	$1.46M	Sell	140,176 -655	-0.5%	-$7.07K	0.01%	1197
2025 Q3	$1.71M	Buy	140,831 +1,075	+0.8%	+$14.2K	0.01%	1123
2025 Q2	$1.75M	Buy	139,756 +1,911	+1%	+$25K	0.01%	1077
2025 Q1	$1.94M	Buy	137,845 +3,055	+2%	+$42K	0.01%	1004
2024 Q4	$2.11M	Buy	134,790 +71	+0.1%	+$1.2K	0.01%	947
2024 Q3	$2.38M	Sell	134,719 -562	-0.4%	-$9.34K	0.01%	878
2024 Q2	$2.25M	Buy	135,281 +313	+0.2%	+$5.63K	0.01%	869
2024 Q1	$2.49M	Sell	134,968 -1,335	-1%	-$23.8K	0.01%	809
2023 Q4	$2.21M	Buy	+136,303	New	+$1.8M	0.01%	701

Other funds holding UTZ

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

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pathstone Holdings's UTZ Position: Q1 2026 in Review

Pathstone Holdings reduced its Utz Brands (UTZ) stake by 4.5% in Q1 2026, selling an estimated $59.1K and leaving 133,818 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #1379.

Pathstone Holdings first reported a position in UTZ in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.49M in Q1 2024. 226 funds tracked by Wall St. Rank hold UTZ as of Q1 2026.

Pathstone Holdings held 133,818 shares of Utz Brands worth $1.06M as of Q1 2026.
Pathstone Holdings sold 6,358 Utz Brands shares in Q1 2026, an estimated $59.1K.
Utz Brands made up ﹤0.01% of Pathstone Holdings's portfolio in Q1 2026, its #1379 holding.
Pathstone Holdings first reported a position in Utz Brands in Q4 2023 and has held it in 10 quarters since.
Pathstone Holdings's Utz Brands position peaked at $2.49M in Q1 2024.
226 funds tracked by Wall St. Rank held Utz Brands as of Q1 2026.

Based on Pathstone Holdings's 13F filing for Q1 2026, filed 11 May 2026.