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Congress Wealth Management’s Under Armour UAA Stock Holding History

Congress Wealth Management’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
2025
Q2 		$133K Sell
19,464
-6,611
-25% -$41.2K ﹤0.01% 1155
2025
Q1 		$163K Sell
26,075
-35,383
-58% -$263K ﹤0.01% 1041
2024
Q4 		$509K Buy
61,458
+23,458
+62% +$214K 0.01% 636
2024
Q3 		$339K Buy
+38,000
New +$283K ﹤0.01% 705

Other funds holding UAA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $2.64B AUM 24.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Congress Wealth Management's UAA Position: Q2 2025 in Review

Congress Wealth Management reduced its Under Armour (UAA) stake by 25% in Q2 2025, selling an estimated $41.2K and leaving 19,464 shares worth $133K. The position accounts for ﹤0.01% of the portfolio, ranked #1155.

Congress Wealth Management first reported a position in UAA in Q3 2024 and has held it in 4 quarters since. The position peaked at $509K in Q4 2024. 372 funds tracked by Wall St. Rank hold UAA as of Q2 2025.

  • Congress Wealth Management held 19,464 shares of Under Armour worth $133K as of Q2 2025.
  • Congress Wealth Management sold 6,611 Under Armour shares in Q2 2025, an estimated $41.2K.
  • Under Armour made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1155 holding.
  • Congress Wealth Management first reported a position in Under Armour in Q3 2024 and has held it in 4 quarters since.
  • Congress Wealth Management's Under Armour position peaked at $509K in Q4 2024.
  • 372 funds tracked by Wall St. Rank held Under Armour as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.