UBS AM
UTZ icon

UBS AM’s Utz Brands UTZ Stock Holding History

UBS AM’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 		$867K Sell
109,425
-276
-0.3% -$2.56K ﹤0.01% 2391
2025
Q4 		$1.14M Sell
109,701
-13,153
-11% -$142K ﹤0.01% 2095
2025
Q3 		$1.49M Sell
122,854
-142,506
-54% -$1.89M ﹤0.01% 1868
2025
Q2 		$3.33M Buy
265,360
+69,347
+35% +$907K ﹤0.01% 1904
2025
Q1 		$2.76M Buy
196,013
+52,285
+36% +$719K ﹤0.01% 1846
2024
Q4 		$2.25M Buy
143,728
+6,268
+5% +$106K ﹤0.01% 1977
2024
Q3 		$2.43M Sell
137,460
-15,484
-10% -$257K ﹤0.01% 1943
2024
Q2 		$2.54M Buy
152,944
+42,815
+39% +$771K ﹤0.01% 1868
2024
Q1 		$2.03M Hold
110,129
– – ﹤0.01% 1690
2023
Q4 		$1.79M Buy
110,129
+11,707
+12% +$154K ﹤0.01% 1745
2023
Q3 		$1.32M Buy
98,422
+14,452
+17% +$223K ﹤0.01% 1809
2023
Q2 		$1.38M Hold
83,970
– – ﹤0.01% 1853
2023
Q1 		$1.38M Buy
83,970
+13,581
+19% +$225K ﹤0.01% 1853
2022
Q4 		$1.12M Buy
70,389
+16,878
+32% +$280K ﹤0.01% 1808
2022
Q3 		$808K Sell
53,511
-3,159
-6% -$51.2K ﹤0.01% 2096
2022
Q2 		$783K Hold
56,670
– – ﹤0.01% 2089
2022
Q1 		$838K Buy
56,670
+18,362
+48% +$287K ﹤0.01% 2231
2021
Q4 		$611K Hold
38,308
– – ﹤0.01% 2470
2021
Q3 		$656K Hold
38,308
– – ﹤0.01% 2375
2021
Q2 		$835K Buy
38,308
+10,308
+37% +$257K ﹤0.01% 2312
2021
Q1 		$694K Buy
+28,000
New +$679K ﹤0.01% 2262

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

UBS AM's UTZ Position: Q1 2026 in Review

UBS AM reduced its Utz Brands (UTZ) stake by 0.25% in Q1 2026, selling an estimated $2.56K and leaving 109,425 shares worth $867K. The position accounts for ﹤0.01% of the portfolio, ranked #2391.

UBS AM first reported a position in UTZ in Q1 2021 and has held it in 21 quarters since. The position peaked at $3.33M in Q2 2025. 226 funds tracked by Wall St. Rank hold UTZ as of Q1 2026.

  • UBS AM held 109,425 shares of Utz Brands worth $867K as of Q1 2026.
  • UBS AM sold 276 Utz Brands shares in Q1 2026, an estimated $2.56K.
  • Utz Brands made up ﹤0.01% of UBS AM's portfolio in Q1 2026, its #2391 holding.
  • UBS AM first reported a position in Utz Brands in Q1 2021 and has held it in 21 quarters since.
  • UBS AM's Utz Brands position peaked at $3.33M in Q2 2025.
  • 226 funds tracked by Wall St. Rank held Utz Brands as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.