Carson Wealth (CWM LLC)
UA icon

Carson Wealth (CWM LLC)’s Under Armour Class C UA Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$107K Buy
18,433
+6,748
+58% +$42.6K ﹤0.01% 3207
2025
Q4 		$56K Buy
11,685
+5,682
+95% +$25.3K ﹤0.01% 3522
2025
Q3 		$29K Sell
6,003
-21,986
-79% -$123K ﹤0.01% 3913
2025
Q2 		$182K Buy
27,989
+15,652
+127% +$92.3K ﹤0.01% 2258
2025
Q1 		$73K Buy
12,337
+464
+4% +$3.16K ﹤0.01% 2677
2024
Q4 		$89K Sell
11,873
-1,214
-9% -$10.1K ﹤0.01% 2367
2024
Q3 		$109K Buy
13,087
+459
+4% +$3.29K ﹤0.01% 2152
2024
Q2 		$82K Buy
12,628
+2,995
+31% +$19.8K ﹤0.01% 2113
2024
Q1 		$69K Buy
9,633
+4,385
+84% +$33.6K ﹤0.01% 2101
2023
Q4 		$44K Sell
5,248
-498
-9% -$3.6K ﹤0.01% 2257
2023
Q3 		$37K Sell
5,746
-207
-3% -$1.43K ﹤0.01% 2274
2023
Q2 		$40K Buy
5,953
+1,221
+26% +$8.97K ﹤0.01% 2148
2023
Q1 		$40K Buy
4,732
+595
+14% +$5.47K ﹤0.01% 2036
2022
Q4 		$37K Sell
4,137
-1,160
-22% -$8.82K ﹤0.01% 1945
2022
Q3 		$32K Sell
5,297
-2,893
-35% -$22.6K ﹤0.01% 1921
2022
Q2 		$62K Buy
8,190
+3,590
+78% +$40.4K ﹤0.01% 1528
2022
Q1 		$72K Buy
4,600
+1,528
+50% +$23.9K ﹤0.01% 1456
2021
Q4 		$55K Buy
+3,072
New +$59.7K ﹤0.01% 1538
2021
Q2 		$51K Hold
2,741
– – ﹤0.01% 1392
2021
Q1 		$51K Hold
2,741
– – ﹤0.01% 1392
2020
Q4 		$51K Hold
2,741
– – ﹤0.01% 1392
2020
Q3 		$51K Hold
2,741
– – ﹤0.01% 1392
2020
Q2 		$51K Hold
2,741
– – ﹤0.01% 1392
2020
Q1 		$51K Hold
2,741
– – ﹤0.01% 1392
2019
Q4 		$51K Hold
2,741
– – ﹤0.01% 1392
2019
Q3 		$51K Hold
2,741
– – ﹤0.01% 1392
2019
Q2 		$51K Hold
2,741
– – ﹤0.01% 1392
2019
Q1 		$51K Sell
2,741
-447,075
-99% -$8.45M ﹤0.01% 1392
2018
Q4 		$7.27M Sell
449,816
-5,773
-1% -$109K 0.18% 114
2018
Q3 		$8.87M Buy
455,589
+126,401
+38% +$2.44M 0.23% 111
2018
Q2 		$6.94M Buy
329,188
+205,601
+166% +$3.65M 0.23% 104
2018
Q1 		$1.77M Buy
123,587
+122,480
+11,064% +$1.73M 0.07% 183
2017
Q4 		$15K Sell
1,107
-28,000
-96% -$367K ﹤0.01% 780
2017
Q3 		$437K Hold
29,107
– – 0.02% 262
2017
Q2 		$587K Buy
29,107
+699
+2% +$13.2K 0.03% 231
2017
Q1 		$520K Buy
28,408
+28,077
+8,482% +$585K 0.03% 231
2016
Q4 		$8K Sell
331
-125
-27% -$3.46K ﹤0.01% 774
2016
Q3 		$15K Sell
456
-89
-16% -$3.21K ﹤0.01% 609
2016
Q2 		$20K Buy
+545
New +$20.1K ﹤0.01% 472

Other funds holding UA

BCP
BDT Capital Partners Chicago, Illinois $4.35B AUM 21.31% 1-Year Est. Return
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $2.64B AUM 24.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carson Wealth (CWM LLC)'s UA Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Under Armour Class C (UA) stake by 58% in Q1 2026, buying an estimated $42.6K and bringing the position to 18,433 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #3207.

Carson Wealth (CWM LLC) first reported a position in UA in Q2 2016 and has held it in 39 quarters since. The position peaked at $8.87M in Q3 2018. 303 funds tracked by Wall St. Rank hold UA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 18,433 shares of Under Armour Class C worth $107K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 6,748 Under Armour Class C shares in Q1 2026, an estimated $42.6K.
  • Under Armour Class C made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3207 holding.
  • Carson Wealth (CWM LLC) first reported a position in Under Armour Class C in Q2 2016 and has held it in 39 quarters since.
  • Carson Wealth (CWM LLC)'s Under Armour Class C position peaked at $8.87M in Q3 2018.
  • 303 funds tracked by Wall St. Rank held Under Armour Class C as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.