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
Q2 		$76.2K Sell
9,900
-1,000
-9% -$7.46K ﹤0.01% 5869
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Simplex Trading's UTZ Position: Q2 2026 in Review

Simplex Trading increased its Utz Brands (UTZ) stake by 32% in Q2 2026, buying an estimated $6.97K and bringing the position to 3,814 shares worth $29.4K. The position accounts for ﹤0.01% of the portfolio, ranked #6773.

Simplex Trading first reported a position in UTZ in Q1 2021 and has held it in 12 quarters since. The position peaked at $573K in Q1 2021. 235 funds tracked by Wall St. Rank hold UTZ as of Q2 2026.

  • Simplex Trading held 3,814 shares of Utz Brands worth $29.4K as of Q2 2026.
  • Simplex Trading bought 935 Utz Brands shares in Q2 2026, an estimated $6.97K.
  • Utz Brands made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #6773 holding.
  • Simplex Trading first reported a position in Utz Brands in Q1 2021 and has held it in 12 quarters since.
  • Simplex Trading's Utz Brands position peaked at $573K in Q1 2021.
  • 235 funds tracked by Wall St. Rank held Utz Brands as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.