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Smartleaf Asset Management’s Utz Brands UTZ Stock Holding History

Smartleaf Asset Management’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
2025
Q4 		– Sell
-1,009
Closed -$12K – 3556
2025
Q3 		$12K Buy
1,009
+821
+437% +$10.9K ﹤0.01% 2035
2025
Q2 		$2.34K Buy
188
+152
+422% +$1.99K ﹤0.01% 2291
2025
Q1 		$507 Buy
+36
New +$495 ﹤0.01% 2696
2024
Q4 		– Sell
-36
Closed -$644 – 3019
2024
Q3 		$644 Buy
+36
New +$598 ﹤0.01% 2752

Other funds holding UTZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Smartleaf Asset Management's UTZ Position: Q4 2025 in Review

Smartleaf Asset Management sold out of Utz Brands (UTZ) in Q4 2025, closing a stake of 1,009 shares — an estimated $12K sold.

Smartleaf Asset Management first reported a position in UTZ in Q3 2024 and held it in 4 quarters. The position peaked at $12K in Q3 2025. 229 funds tracked by Wall St. Rank hold UTZ as of Q4 2025.

  • Smartleaf Asset Management reported no remaining Utz Brands position as of Q4 2025 after selling out during the quarter.
  • Smartleaf Asset Management sold 1,009 Utz Brands shares in Q4 2025, an estimated $12K.
  • Smartleaf Asset Management first reported a position in Utz Brands in Q3 2024 and held it in 4 quarters.
  • Smartleaf Asset Management's Utz Brands position peaked at $12K in Q3 2025.
  • 229 funds tracked by Wall St. Rank held Utz Brands as of Q4 2025.

Based on Smartleaf Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.