Avior Wealth Management’s Under Armour UAA Stock Holding History

Avior Wealth Management’s Portfolio UAA Stock Details UAA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-714	Closed	-$5.91K	–	2226
2024 Q4	$5.91K	Buy	714 +175	+32%	+$1.6K	﹤0.01%	1803
2024 Q3	$4.8K	Hold	539	–	–	﹤0.01%	1791
2024 Q2	$3.6K	Hold	539	–	–	﹤0.01%	1821
2024 Q1	$3.98K	Hold	539	–	–	﹤0.01%	2138
2023 Q4	$4.74K	Hold	539	–	–	﹤0.01%	1159
2023 Q3	$3.69K	Hold	539	–	–	﹤0.01%	1279
2023 Q2	$3.89K	Hold	539	–	–	﹤0.01%	1246
2023 Q1	$5.12K	Hold	539	–	–	﹤0.01%	1195
2022 Q4	$5.48K	Hold	539	–	–	﹤0.01%	937
2022 Q3	$3K	Hold	539	–	–	﹤0.01%	1001
2022 Q2	$4K	Hold	539	–	–	﹤0.01%	895
2022 Q1	$9K	Sell	539 -1,141	-68%	-$20.5K	﹤0.01%	850
2021 Q4	$35K	Buy	1,680 +1,141	+212%	+$25.9K	﹤0.01%	620
2021 Q3	$10K	Sell	539 -150	-22%	-$3.32K	﹤0.01%	767
2021 Q2	$14K	Hold	689	–	–	﹤0.01%	700
2021 Q1	$15K	Hold	689	–	–	﹤0.01%	700
2020 Q4	$11K	Sell	689 -263	-28%	-$4.02K	﹤0.01%	703
2020 Q3	$10K	Buy	952 +263	+38%	+$2.77K	﹤0.01%	692
2020 Q2	$6K	Buy	+689	New	+$6.54K	﹤0.01%	712
2019 Q4	–	Sell	-50	Closed	–	–	870
2019 Q3	$0	Hold	50	–	–	﹤0.01%	871
2019 Q2	$1K	Hold	50	–	–	﹤0.01%	815
2019 Q1	$1K	Hold	50	–	–	﹤0.01%	631
2018 Q4	$0	Hold	50	–	–	﹤0.01%	761
2018 Q3	$1K	Hold	50	–	–	﹤0.01%	713
2018 Q2	$1K	Buy	+50	New	+$988	﹤0.01%	753

Other funds holding UAA

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

FFH

Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

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

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

Avior Wealth Management's UAA Position: Q1 2025 in Review

Avior Wealth Management sold out of Under Armour (UAA) in Q1 2025, closing a stake of 714 shares — an estimated $5.91K sold.

Avior Wealth Management first reported a position in UAA in Q2 2018 and held it in 25 quarters. The position peaked at $35K in Q4 2021. 388 funds tracked by Wall St. Rank hold UAA as of Q1 2025.

Avior Wealth Management reported no remaining Under Armour position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 714 Under Armour shares in Q1 2025, an estimated $5.91K.
Avior Wealth Management first reported a position in Under Armour in Q2 2018 and held it in 25 quarters.
Avior Wealth Management's Under Armour position peaked at $35K in Q4 2021.
388 funds tracked by Wall St. Rank held Under Armour as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.