Creative Planning
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Creative Planning’s Under Armour Class C UA Stock Holding History

Creative Planning’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
2020
Q4 		– Sell
-5,000
Closed -$16K – 2465
2020
Q3 		$16K Buy
+5,000
New +$46.9K ﹤0.01% 2000
2018
Q4 		– Sell
-200
Closed -$1K – 2110
2018
Q3 		$1K Hold
200
– – ﹤0.01% 2060
2018
Q2 		$1K Buy
+200
New +$3.55K ﹤0.01% 2032

Other funds holding UA

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Values First Advisors
Values First Advisors Gray, Tennessee $213M AUM 20.51% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Integrated Advisors Network
Integrated Advisors Network Dallas, Texas $2.19B AUM 21.82% 1-Year Est. Return

Creative Planning's UA Position: Q3 2026 in Review

Creative Planning reduced its Under Armour Class C (UA) stake by 20% in Q3 2026, selling an estimated $31.1K and leaving 21,445 shares worth $93.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4135.

Creative Planning first reported a position in UA in Q2 2016 and has held it in 42 quarters since. The position peaked at $1.51M in Q2 2016. 116 funds tracked by Wall St. Rank hold UA as of Q3 2026.

  • Creative Planning held 21,445 shares of Under Armour Class C worth $93.3K as of Q3 2026.
  • Creative Planning sold 5,500 Under Armour Class C shares in Q3 2026, an estimated $31.1K.
  • Under Armour Class C made up ﹤0.01% of Creative Planning's portfolio in Q3 2026, its #4135 holding.
  • Creative Planning first reported a position in Under Armour Class C in Q2 2016 and has held it in 42 quarters since.
  • Creative Planning's Under Armour Class C position peaked at $1.51M in Q2 2016.
  • 116 funds tracked by Wall St. Rank held Under Armour Class C as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.