AWM
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AE Wealth Management’s Under Armour Class C UA Stock Holding History

AE Wealth Management’s Portfolio UA Stock Details UA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$153K Buy
26,425
+181
+0.7% +$1.14K ﹤0.01% 1670
2025
Q4 		$126K Buy
+26,244
New +$117K ﹤0.01% 1633
2022
Q2 		– Sell
-13,414
Closed -$209K – 1845
2022
Q1 		$209K Sell
13,414
-21,942
-62% -$344K ﹤0.01% 1566
2021
Q4 		$638K Buy
35,356
+653
+2% +$12.7K ﹤0.01% 1159
2021
Q3 		$608K Sell
34,703
-87
-0.3% -$1.67K 0.01% 1083
2021
Q2 		$646K Buy
34,790
+3,303
+10% +$62.2K 0.01% 1033
2021
Q1 		$581K Sell
31,487
-5,512
-15% -$96.9K 0.01% 962
2020
Q4 		$551K Buy
+36,999
New +$495K 0.01% 927

Other funds holding UA

BCP
BDT Capital Partners Chicago, Illinois $3.51B AUM 31.02% 1-Year Est. Return
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return