Bogart Wealth LLC’s Under Armour UAA Stock Holding History

Bogart Wealth LLC’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
2026 Q1	$1.14K	Buy	192 +1	+0.5%	+$6	﹤0.01%	1413
2025 Q4	$949	Hold	191	–	–	﹤0.01%	1339
2025 Q3	$953	Hold	191	–	–	﹤0.01%	1300
2025 Q2	$1.3K	Hold	191	–	–	﹤0.01%	1184
2025 Q1	$1.19K	Hold	191	–	–	﹤0.01%	1156
2024 Q4	$1.58K	Hold	191	–	–	﹤0.01%	1140
2024 Q3	$1.7K	Hold	191	–	–	﹤0.01%	986
2024 Q2	$1.27K	Hold	191	–	–	﹤0.01%	987
2024 Q1	$1.41K	Hold	191	–	–	﹤0.01%	943
2023 Q4	$1.68K	Hold	191	–	–	﹤0.01%	911
2023 Q3	$1.31K	Hold	191	–	–	﹤0.01%	933
2023 Q2	$1.38K	Hold	191	–	–	﹤0.01%	922
2023 Q1	$1.81K	Hold	191	–	–	﹤0.01%	919
2022 Q4	$1.94K	Hold	191	–	–	﹤0.01%	794
2022 Q3	$1K	Hold	191	–	–	﹤0.01%	953
2022 Q2	$2K	Hold	191	–	–	﹤0.01%	795
2022 Q1	$3K	Hold	191	–	–	﹤0.01%	645
2021 Q4	$4K	Hold	191	–	–	﹤0.01%	595
2021 Q3	$4K	Hold	191	–	–	﹤0.01%	572
2021 Q2	$4K	Hold	191	–	–	﹤0.01%	551
2021 Q1	$4K	Buy	+191	New	+$3.99K	﹤0.01%	508

Other funds holding UAA

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return