Blue Bell Private Wealth Management’s Under Armour Class C UA Stock Holding History

Blue Bell Private 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 Q2	$4.3K	Sell	692 -300	-30%	-$1.73K	﹤0.01%	626
2026 Q1	$5.74K	Hold	992	–	–	﹤0.01%	606
2025 Q4	$4.76K	Sell	992 -400	-29%	-$1.78K	﹤0.01%	607
2025 Q3	$6.72K	Hold	1,392	–	–	﹤0.01%	577
2025 Q2	$9.03K	Hold	1,392	–	–	﹤0.01%	536
2025 Q1	$8.28K	Hold	1,392	–	–	﹤0.01%	534
2024 Q4	$10.4K	Buy	1,392 +300	+27%	+$2.5K	﹤0.01%	498
2024 Q3	$9.13K	Buy	1,092 +200	+22%	+$1.43K	﹤0.01%	533
2024 Q2	$5.83K	Hold	892	–	–	﹤0.01%	563
2024 Q1	$6.37K	Hold	892	–	–	﹤0.01%	554
2023 Q4	$7.45K	Hold	892	–	–	﹤0.01%	531
2023 Q3	$5.69K	Sell	892 -100	-10%	-$689	﹤0.01%	487
2023 Q2	$6.66K	Hold	992	–	–	﹤0.01%	466
2023 Q1	$8.46K	Hold	992	–	–	﹤0.01%	396
2022 Q4	$8.85K	Buy	992 +100	+11%	+$760	﹤0.01%	385
2022 Q3	$5K	Hold	892	–	–	﹤0.01%	481
2022 Q2	$7K	Hold	892	–	–	﹤0.01%	457
2022 Q1	$14K	Buy	892 +400	+81%	+$6.26K	﹤0.01%	369
2021 Q4	$9K	Buy	+492	New	+$9.56K	﹤0.01%	430

Other funds holding UA

BCP

BDT Capital Partners Chicago, Illinois $4.35B AUM 21.31% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FFH

Fairfax Financial Holdings Toronto, Ontario, Canada $2.64B AUM 24.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Blue Bell Private Wealth Management's UA Position: Q2 2026 in Review

Blue Bell Private Wealth Management reduced its Under Armour Class C (UA) stake by 30% in Q2 2026, selling an estimated $1.73K and leaving 692 shares worth $4.3K. The position accounts for ﹤0.01% of the portfolio, ranked #626.

Blue Bell Private Wealth Management first reported a position in UA in Q4 2021 and has held it in 19 quarters since. The position peaked at $14K in Q1 2022. 301 funds tracked by Wall St. Rank hold UA as of Q2 2026.

Blue Bell Private Wealth Management held 692 shares of Under Armour Class C worth $4.3K as of Q2 2026.
Blue Bell Private Wealth Management sold 300 Under Armour Class C shares in Q2 2026, an estimated $1.73K.
Under Armour Class C made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #626 holding.
Blue Bell Private Wealth Management first reported a position in Under Armour Class C in Q4 2021 and has held it in 19 quarters since.
Blue Bell Private Wealth Management's Under Armour Class C position peaked at $14K in Q1 2022.
301 funds tracked by Wall St. Rank held Under Armour Class C as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.