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 		$10.3K Sell
1,300
-25,200
-95% -$234K ﹤0.01% 7334
2025
Q4 		$275K Sell
26,500
-1,200
-4% -$12.9K ﹤0.01% 3906
2025
Q3 		$336K Sell
27,700
-100
-0.4% -$1.32K ﹤0.01% 4322
2025
Q2 		$348K Buy
27,800
+24,000
+632% +$314K ﹤0.01% 3901
2025
Q1 		$53K Buy
3,800
+2,600
+217% +$35.8K ﹤0.01% 5711
2024
Q4 		$18K Buy
+1,200
New +$20.3K ﹤0.01% 6784
2024
Q3 		– Sell
-3,600
Closed -$59K – 9658
2024
Q2 		$59K Buy
3,600
+300
+9% +$5.4K ﹤0.01% 5919
2024
Q1 		$60K Buy
3,300
+1,600
+94% +$28.5K ﹤0.01% 6103
2023
Q4 		$27K Buy
1,700
+900
+113% +$11.9K ﹤0.01% 6682
2023
Q3 		$10K Sell
800
-8,900
-92% -$137K ﹤0.01% 7201
2023
Q2 		$158K Hold
9,700
– – ﹤0.01% 4577
2023
Q1 		$159K Hold
9,700
– – ﹤0.01% 4599
2022
Q4 		$153K Buy
9,700
+4,500
+87% +$74.6K ﹤0.01% 4561
2022
Q3 		$78K Buy
5,200
+700
+16% +$11.3K ﹤0.01% 5863
2022
Q2 		$62K Buy
4,500
+2,900
+181% +$40.3K ﹤0.01% 6212
2022
Q1 		$23K Sell
1,600
-10,800
-87% -$169K ﹤0.01% 8111
2021
Q4 		$197K Sell
12,400
-400
-3% -$6.37K ﹤0.01% 5219
2021
Q3 		$285K Hold
12,800
– – ﹤0.01% 4989
2021
Q2 		$278K Buy
12,800
+12,678
+10,392% +$317K ﹤0.01% 5125
2021
Q1 		$302K Sell
122
-96
-44% -$2.33K ﹤0.01% 4139
2020
Q4 		$480K Sell
218
-335
-61% -$6.37K ﹤0.01% 3477
2020
Q3 		$989K Buy
+553
New +$8.39K ﹤0.01% 2248

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.