Select Asset Management & Trust’s Utz Brands UTZ Stock Holding History

Select Asset Management & 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	$875K	Hold	110,519	–	–	0.27%	29
2025 Q4	$1.15M	Sell	110,519 -7,519	-6%	-$81.1K	0.36%	26
2025 Q3	$1.43M	Hold	118,038	–	–	0.44%	28
2025 Q2	$1.48M	Hold	118,038	–	–	0.51%	23
2025 Q1	$1.66M	Hold	118,038	–	–	0.67%	21
2024 Q4	$1.85M	Hold	118,038	–	–	0.72%	21
2024 Q3	$2.09M	Hold	118,038	–	–	0.77%	18
2024 Q2	$1.96M	Hold	118,038	–	–	0.78%	18
2024 Q1	$2.18M	Sell	118,038 -75,000	-39%	-$1.33M	0.9%	18
2023 Q4	$3.13M	Hold	193,038	–	–	1.54%	16
2023 Q3	$2.59M	Hold	193,038	–	–	1.51%	14
2023 Q2	$3.16M	Hold	193,038	–	–	1.93%	14
2023 Q1	$3.18M	Hold	193,038	–	–	2.8%	11
2022 Q4	$3.06M	Hold	193,038	–	–	3.68%	11
2022 Q3	$2.92M	Hold	193,038	–	–	3.47%	8
2022 Q2	$2.67M	Buy	193,038 +118,038	+157%	+$1.64M	2.87%	12
2022 Q1	$1.11M	Buy	75,000 +55,000	+275%	+$860K	0.95%	22
2021 Q4	$319K	Hold	20,000	–	–	0.21%	47
2021 Q3	$343K	Buy	20,000 +5,000	+33%	+$102K	0.25%	42
2021 Q2	$327K	Hold	15,000	–	–	0.19%	53
2021 Q1	$372K	Hold	15,000	–	–	0.25%	46
2020 Q4	$331K	Buy	+15,000	New	+$285K	0.26%	43

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

Select Asset Management & Trust's UTZ Position: Q1 2026 in Review

Select Asset Management & Trust held its Utz Brands (UTZ) position steady in Q1 2026 at 110,519 shares worth $875K. The position accounts for 0.27% of the portfolio, ranked #29.

Select Asset Management & Trust first reported a position in UTZ in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.18M in Q1 2023. 226 funds tracked by Wall St. Rank hold UTZ as of Q1 2026.

Select Asset Management & Trust held 110,519 shares of Utz Brands worth $875K as of Q1 2026.
Select Asset Management & Trust left its Utz Brands share count unchanged in Q1 2026.
Utz Brands made up 0.27% of Select Asset Management & Trust's portfolio in Q1 2026, its #29 holding.
Select Asset Management & Trust first reported a position in Utz Brands in Q4 2020 and has held it in 22 quarters since.
Select Asset Management & Trust's Utz Brands position peaked at $3.18M in Q1 2023.
226 funds tracked by Wall St. Rank held Utz Brands as of Q1 2026.

Based on Select Asset Management & Trust's 13F filing for Q1 2026, filed 15 May 2026.