Carson Wealth (CWM LLC)
UAA icon

Carson Wealth (CWM LLC)’s Under Armour UAA Stock Holding History

Carson Wealth (CWM 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 		$32.8K Sell
5,543
-1,622
-23% -$10.5K ﹤0.01% 4098
2025
Q4 		$36K Buy
7,165
+1,077
+18% +$4.99K ﹤0.01% 3838
2025
Q3 		$30K Buy
6,088
+78
+1% +$454 ﹤0.01% 3889
2025
Q2 		$41K Sell
6,010
-2,311
-28% -$14.4K ﹤0.01% 3439
2025
Q1 		$52K Buy
8,321
+132
+2% +$983 ﹤0.01% 2966
2024
Q4 		$68K Sell
8,189
-22
-0.3% -$201 ﹤0.01% 2573
2024
Q3 		$73K Buy
8,211
+1,409
+21% +$10.5K ﹤0.01% 2405
2024
Q2 		$45K Sell
6,802
-192
-3% -$1.31K ﹤0.01% 2550
2024
Q1 		$52K Buy
6,994
+3,685
+111% +$29.3K ﹤0.01% 2279
2023
Q4 		$29K Buy
3,309
+1,095
+49% +$8.42K ﹤0.01% 2543
2023
Q3 		$15K Sell
2,214
-451
-17% -$3.4K ﹤0.01% 2895
2023
Q2 		$19K Sell
2,665
-64
-2% -$515 ﹤0.01% 2696
2023
Q1 		$26K Buy
2,729
+159
+6% +$1.65K ﹤0.01% 2329
2022
Q4 		$26K Buy
2,570
+140
+6% +$1.21K ﹤0.01% 2186
2022
Q3 		$16K Sell
2,430
-2,402
-50% -$21K ﹤0.01% 2399
2022
Q2 		$40K Buy
4,832
+386
+9% +$4.73K ﹤0.01% 1733
2022
Q1 		$76K Buy
4,446
+2,815
+173% +$50.5K ﹤0.01% 1432
2021
Q4 		$35K Buy
+1,631
New +$37K ﹤0.01% 1726
2021
Q2 		$153K Hold
7,213
– – ﹤0.01% 992
2021
Q1 		$153K Hold
7,213
– – ﹤0.01% 992
2020
Q4 		$153K Hold
7,213
– – ﹤0.01% 992
2020
Q3 		$153K Hold
7,213
– – ﹤0.01% 992
2020
Q2 		$153K Hold
7,213
– – ﹤0.01% 992
2020
Q1 		$153K Hold
7,213
– – ﹤0.01% 992
2019
Q4 		$153K Hold
7,213
– – ﹤0.01% 992
2019
Q3 		$153K Hold
7,213
– – ﹤0.01% 992
2019
Q2 		$153K Hold
7,213
– – ﹤0.01% 992
2019
Q1 		$153K Buy
7,213
+6,743
+1,435% +$141K ﹤0.01% 992
2018
Q4 		$8K Hold
470
– – ﹤0.01% 1419
2018
Q3 		$10K Hold
470
– – ﹤0.01% 1160
2018
Q2 		$11K Hold
470
– – ﹤0.01% 984
2018
Q1 		$8K Sell
470
-1,551
-77% -$24.3K ﹤0.01% 907
2017
Q4 		$29K Buy
2,021
+1,914
+1,789% +$27.7K ﹤0.01% 630
2017
Q3 		$2K Hold
107
– – ﹤0.01% 1313
2017
Q2 		$2K Sell
107
-200
-65% -$4.07K ﹤0.01% 1035
2017
Q1 		$6K Sell
307
-23
-7% -$536 ﹤0.01% 850
2016
Q4 		$10K Sell
330
-124
-27% -$4.07K ﹤0.01% 738
2016
Q3 		$18K Sell
454
-91
-17% -$3.68K ﹤0.01% 565
2016
Q2 		$22K Sell
545
-545
-50% -$21.8K ﹤0.01% 462
2016
Q1 		$46K Buy
1,090
+68
+7% +$2.68K ﹤0.01% 350
2015
Q4 		$41K Buy
1,022
+728
+248% +$33.2K ﹤0.01% 338
2015
Q3 		$14K Buy
+294
New +$14K ﹤0.01% 410
2014
Q1 		– Sell
-1,400
Closed -$31K – 464
2013
Q4 		$31K Hold
1,400
– – ﹤0.01% 322
2013
Q3 		$28K Buy
+1,400
New +$24.7K 0.01% 234

Other funds holding UAA

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Under Armour (UAA) stake by 23% in Q1 2026, selling an estimated $10.5K and leaving 5,543 shares worth $32.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4098.

Carson Wealth (CWM LLC) first reported a position in UAA in Q3 2013 and has held it in 44 quarters since. The position peaked at $153K in Q2 2021. 375 funds tracked by Wall St. Rank hold UAA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,543 shares of Under Armour worth $32.8K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,622 Under Armour shares in Q1 2026, an estimated $10.5K.
  • Under Armour made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4098 holding.
  • Carson Wealth (CWM LLC) first reported a position in Under Armour in Q3 2013 and has held it in 44 quarters since.
  • Carson Wealth (CWM LLC)'s Under Armour position peaked at $153K in Q2 2021.
  • 375 funds tracked by Wall St. Rank held Under Armour as of Q1 2026.

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