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Sageworth Trust’s Utz Brands UTZ Stock Holding History

Sageworth Trust’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 		$727K Hold
91,760
– – 0.03% 87
2025
Q4 		$952K Hold
91,760
– – 0.04% 62
2025
Q3 		$1.11M Buy
91,760
+74,145
+421% +$982K 0.05% 99
2025
Q2 		$221K Buy
+17,615
New +$230K 0.01% 95

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

Sageworth Trust's UTZ Position: Q1 2026 in Review

Sageworth Trust held its Utz Brands (UTZ) position steady in Q1 2026 at 91,760 shares worth $727K. The position accounts for 0.03% of the portfolio, ranked #87.

Sageworth Trust first reported a position in UTZ in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.11M in Q3 2025. 226 funds tracked by Wall St. Rank hold UTZ as of Q1 2026.

  • Sageworth Trust held 91,760 shares of Utz Brands worth $727K as of Q1 2026.
  • Sageworth Trust left its Utz Brands share count unchanged in Q1 2026.
  • Utz Brands made up 0.03% of Sageworth Trust's portfolio in Q1 2026, its #87 holding.
  • Sageworth Trust first reported a position in Utz Brands in Q2 2025 and has held it in 4 quarters since.
  • Sageworth Trust's Utz Brands position peaked at $1.11M in Q3 2025.
  • 226 funds tracked by Wall St. Rank held Utz Brands as of Q1 2026.

Based on Sageworth Trust's 13F filing for Q1 2026, filed 29 Apr 2026.