R Squared’s Utz Brands UTZ Stock Holding History

R Squared’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	–	Sell	-15,897	Closed	-$165K	–	670
2025 Q4	$165K	Buy	+15,897	New	+$171K	0.08%	382

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

R Squared's UTZ Position: Q1 2026 in Review

R Squared sold out of Utz Brands (UTZ) in Q1 2026, closing a stake of 15,897 shares — an estimated $165K sold.

R Squared first reported a position in UTZ in Q4 2025 and held it in 1 quarter. The position peaked at $165K in Q4 2025. 226 funds tracked by Wall St. Rank hold UTZ as of Q1 2026.

R Squared reported no remaining Utz Brands position as of Q1 2026 after selling out during the quarter.
R Squared sold 15,897 Utz Brands shares in Q1 2026, an estimated $165K.
R Squared first reported a position in Utz Brands in Q4 2025 and held it in 1 quarter.
R Squared's Utz Brands position peaked at $165K in Q4 2025.
226 funds tracked by Wall St. Rank held Utz Brands as of Q1 2026.

Based on R Squared's 13F filing for Q1 2026, filed 29 Apr 2026.