Simplex Trading
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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 		$86.3K Buy
10,900
+6,700
+160% +$62.2K ﹤0.01% 5265
2025
Q4 		$43.6K Buy
4,200
+1,700
+68% +$18.3K ﹤0.01% 5787
2025
Q3 		$30K Sell
2,500
-13,600
-84% -$180K ﹤0.01% 6995
2025
Q2 		$202K Sell
16,100
-15,500
-49% -$203K ﹤0.01% 4496
2025
Q1 		$444K Buy
31,600
+20,400
+182% +$281K ﹤0.01% 3514
2024
Q4 		$175K Sell
11,200
-23,000
-67% -$389K ﹤0.01% 4648
2024
Q3 		$605K Buy
34,200
+1,900
+6% +$31.6K ﹤0.01% 3389
2024
Q2 		$537K Sell
32,300
-11,300
-26% -$203K ﹤0.01% 3595
2024
Q1 		$803K Buy
43,600
+14,500
+50% +$258K ﹤0.01% 3357
2023
Q4 		$472K Buy
29,100
+21,200
+268% +$280K ﹤0.01% 3762
2023
Q3 		$106K Sell
7,900
-500
-6% -$7.71K ﹤0.01% 5031
2023
Q2 		$137K Buy
8,400
+2,100
+33% +$36.1K ﹤0.01% 4719
2023
Q1 		$103K Sell
6,300
-1,400
-18% -$23.2K ﹤0.01% 5123
2022
Q4 		$122K Sell
7,700
-6,300
-45% -$104K ﹤0.01% 4833
2022
Q3 		$211K Buy
14,000
+8,800
+169% +$143K ﹤0.01% 4540
2022
Q2 		$71K Sell
5,200
-5,400
-51% -$75.1K ﹤0.01% 6029
2022
Q1 		$156K Buy
10,600
+5,900
+126% +$92.2K ﹤0.01% 5518
2021
Q4 		$74K Sell
4,700
-27,400
-85% -$436K ﹤0.01% 6702
2021
Q3 		$714K Hold
32,100
– – ﹤0.01% 3569
2021
Q2 		$699K Buy
32,100
+31,991
+29,350% +$799K ﹤0.01% 3654
2021
Q1 		$270K Sell
109
-364
-77% -$8.83K ﹤0.01% 4279
2020
Q4 		$1.04M Sell
473
-216
-31% -$4.11K ﹤0.01% 2507
2020
Q3 		$1.23M Buy
+689
New +$10.5K ﹤0.01% 1995

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.