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Principal Securities’s Utz Brands UTZ Stock Holding History

Principal Securities’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
Q4 		– Sell
-961
Closed -$11.7K – 3406
2025
Q3 		$11.7K Buy
961
+73
+8% +$967 ﹤0.01% 2656
2025
Q2 		$11.1K Buy
888
+115
+15% +$1.5K ﹤0.01% 2580
2025
Q1 		$12.1K Hold
773
– – ﹤0.01% 2441
2024
Q4 		$12.1K Buy
773
+96
+14% +$1.62K ﹤0.01% 2437
2024
Q3 		$12K Buy
677
+53
+8% +$880 ﹤0.01% 2354
2024
Q2 		$10.4K Buy
624
+195
+45% +$3.51K ﹤0.01% 2371
2024
Q1 		$7.91K Sell
429
-138
-24% -$2.46K ﹤0.01% 2444
2023
Q4 		$9.21K Buy
+567
New +$7.48K ﹤0.01% 2288

Other funds holding UTZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Securities's UTZ Position: Q4 2025 in Review

Principal Securities sold out of Utz Brands (UTZ) in Q4 2025, closing a stake of 961 shares — an estimated $11.7K sold.

Principal Securities first reported a position in UTZ in Q4 2023 and held it in 8 quarters. The position peaked at $12.1K in Q1 2025. 229 funds tracked by Wall St. Rank hold UTZ as of Q4 2025.

  • Principal Securities reported no remaining Utz Brands position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 961 Utz Brands shares in Q4 2025, an estimated $11.7K.
  • Principal Securities first reported a position in Utz Brands in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Utz Brands position peaked at $12.1K in Q1 2025.
  • 229 funds tracked by Wall St. Rank held Utz Brands as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.