Avantax Advisory Services’s Under Armour Class C UA Stock Holding History

Avantax Advisory Services’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
2025 Q2	$90.6K	Sell	13,961 -31	-0.2%	-$183	﹤0.01%	2296
2025 Q1	$83.3K	Sell	13,992 -808	-5%	-$5.5K	﹤0.01%	2171
2024 Q4	$110K	Buy	+14,800	New	+$123K	﹤0.01%	2116
2021 Q4	–	Sell	-10,616	Closed	-$189K	–	1280
2021 Q3	$189K	Sell	10,616 -4,126	-28%	-$79K	﹤0.01%	1120
2021 Q2	$275K	Sell	14,742 -1,000	-6%	-$18.8K	0.01%	945
2021 Q1	$290K	Buy	15,742 +2,471	+19%	+$43.4K	0.01%	821
2020 Q4	$197K	Sell	13,271 -12,936	-49%	-$173K	﹤0.01%	885
2020 Q3	$259K	Buy	26,207 +10,427	+66%	+$97.9K	﹤0.01%	1100
2020 Q2	$142K	Buy	+15,780	New	+$134K	﹤0.01%	810

Other funds holding UA

BCP

BDT Capital Partners Chicago, Illinois $3.51B AUM 31.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avantax Advisory Services's UA Position: Q2 2025 in Review

Avantax Advisory Services reduced its Under Armour Class C (UA) stake by 0.22% in Q2 2025, selling an estimated $183 and leaving 13,961 shares worth $90.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2296.

Avantax Advisory Services first reported a position in UA in Q2 2020 and has held it in 9 quarters since. The position peaked at $290K in Q1 2021. 304 funds tracked by Wall St. Rank hold UA as of Q2 2025.

Avantax Advisory Services held 13,961 shares of Under Armour Class C worth $90.6K as of Q2 2025.
Avantax Advisory Services sold 31 Under Armour Class C shares in Q2 2025, an estimated $183.
Under Armour Class C made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2296 holding.
Avantax Advisory Services first reported a position in Under Armour Class C in Q2 2020 and has held it in 9 quarters since.
Avantax Advisory Services's Under Armour Class C position peaked at $290K in Q1 2021.
304 funds tracked by Wall St. Rank held Under Armour Class C as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.