Simplex Trading
UTZ icon

Simplex Trading’s Utz Brands UTZ Stock Holding History

Simplex Trading’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 		$22.8K Sell
2,879
-18,329
-86% -$170K ﹤0.01% 6664
2025
Q4 		$220K Buy
21,208
+6,844
+48% +$73.8K ﹤0.01% 4136
2025
Q3 		$174K Buy
+14,364
New +$190K ﹤0.01% 5113
2025
Q1 		– Sell
-3,165
Closed -$43.5K – 9756
2024
Q4 		$49K Buy
3,165
+780
+33% +$13.2K ﹤0.01% 5898
2024
Q3 		$42K Buy
+2,385
New +$39.6K ﹤0.01% 6044
2023
Q3 		– Sell
-2,429
Closed -$37.4K – 9905
2023
Q2 		$39K Sell
2,429
-1,037
-30% -$17.8K ﹤0.01% 6081
2023
Q1 		$57K Buy
+3,466
New +$57.4K ﹤0.01% 5795
2022
Q4 		– Sell
-128
Closed -$2.12K – 10513
2022
Q3 		$1K Buy
+128
New +$2.07K ﹤0.01% 9665
2021
Q4 		– Sell
-19,411
Closed -$309K – 11505
2021
Q3 		$432K Sell
19,411
-224
-1% -$4.55K ﹤0.01% 4318
2021
Q2 		$427K Sell
19,635
-3,483
-15% -$87K ﹤0.01% 4407
2021
Q1 		$573K Buy
+23,118
New +$561K ﹤0.01% 3172

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

Simplex Trading's UTZ Position: Q1 2026 in Review

Simplex Trading reduced its Utz Brands (UTZ) stake by 86% in Q1 2026, selling an estimated $170K and leaving 2,879 shares worth $22.8K. The position accounts for ﹤0.01% of the portfolio, ranked #6664.

Simplex Trading first reported a position in UTZ in Q1 2021 and has held it in 11 quarters since. The position peaked at $573K in Q1 2021. 226 funds tracked by Wall St. Rank hold UTZ as of Q1 2026.

  • Simplex Trading held 2,879 shares of Utz Brands worth $22.8K as of Q1 2026.
  • Simplex Trading sold 18,329 Utz Brands shares in Q1 2026, an estimated $170K.
  • Utz Brands made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #6664 holding.
  • Simplex Trading first reported a position in Utz Brands in Q1 2021 and has held it in 11 quarters since.
  • Simplex Trading's Utz Brands position peaked at $573K in Q1 2021.
  • 226 funds tracked by Wall St. Rank held Utz Brands as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.