Capital Advisors Ltd’s Under Armour UAA Stock Holding History

Capital Advisors Ltd’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	$1K	Buy	111 +1	+0.9%	+$6	﹤0.01%	1307
2025 Q4	$1K	Buy	+110	New	+$509	﹤0.01%	1292
2025 Q3	–	Sell	-113	Closed	-$1K	–	1556
2025 Q2	$1K	Sell	113 -1,446	-93%	-$9K	﹤0.01%	1280
2025 Q1	$10K	Buy	1,559 +1,491	+2,193%	+$11.1K	﹤0.01%	778
2024 Q4	$1K	Hold	68	–	–	﹤0.01%	1311
2024 Q3	$1K	Buy	68 +38	+127%	+$283	﹤0.01%	1302
2024 Q2	$0	Sell	30 -54	-64%	-$368	﹤0.01%	1645
2024 Q1	$1K	Buy	+84	New	+$668	﹤0.01%	1282
2023 Q2	–	Sell	-23	Closed	–	–	1544
2023 Q1	$0	Sell	23 -6	-21%	-$62	﹤0.01%	1558
2022 Q4	$0	Buy	+29	New	+$251	﹤0.01%	1654
2022 Q3	–	Sell	-60	Closed	–	–	1532
2022 Q2	$0	Buy	+60	New	+$736	﹤0.01%	1330

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