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EP Wealth Advisors’s Under Armour Class C UA Stock Holding History

EP Wealth Advisors’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
Q2 		$76.7K Buy
+12,339
New +$71.1K ﹤0.01% 1682
2025
Q2 		$77K Sell
11,863
-2,285
-16% -$13.5K ﹤0.01% 1397
2025
Q1 		$84.2K Sell
14,148
-587
-4% -$4K ﹤0.01% 1260
2024
Q4 		$110K Sell
14,735
-3
-0% -$25 ﹤0.01% 1191
2024
Q3 		$123K Hold
14,738
– – ﹤0.01% 1117
2024
Q2 		$96.2K Sell
14,738
-981
-6% -$6.49K ﹤0.01% 833
2024
Q1 		$112K Sell
15,719
-201
-1% -$1.54K ﹤0.01% 802
2023
Q4 		$133K Buy
+15,920
New +$115K ﹤0.01% 757

Other funds holding UA

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

EP Wealth Advisors's UA Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Under Armour Class C (UA) in Q2 2026: 12,339 shares worth $76.7K. The stake represents ﹤0.01% of the portfolio and ranks #1682 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in UA as recently as Q2 2025.

EP Wealth Advisors first reported a position in UA in Q4 2023 and has held it in 8 quarters since. The position peaked at $133K in Q4 2023. 301 funds tracked by Wall St. Rank hold UA as of Q2 2026.

  • EP Wealth Advisors held 12,339 shares of Under Armour Class C worth $76.7K as of Q2 2026.
  • Under Armour Class C was a new EP Wealth Advisors position in Q2 2026.
  • Under Armour Class C made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1682 holding.
  • EP Wealth Advisors first reported a position in Under Armour Class C in Q4 2023 and has held it in 8 quarters since.
  • EP Wealth Advisors's Under Armour Class C position peaked at $133K in Q4 2023.
  • 301 funds tracked by Wall St. Rank held Under Armour Class C as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.