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
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 $3.51B AUM 31.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EP Wealth Advisors's UA Position: Q2 2025 in Review

EP Wealth Advisors reduced its Under Armour Class C (UA) stake by 16% in Q2 2025, selling an estimated $13.5K and leaving 11,863 shares worth $77K. The position accounts for ﹤0.01% of the portfolio, ranked #1397.

EP Wealth Advisors first reported a position in UA in Q4 2023 and has held it in 7 quarters since. The position peaked at $133K in Q4 2023. 304 funds tracked by Wall St. Rank hold UA as of Q2 2025.

EP Wealth Advisors held 11,863 shares of Under Armour Class C worth $77K as of Q2 2025.
EP Wealth Advisors sold 2,285 Under Armour Class C shares in Q2 2025, an estimated $13.5K.
Under Armour Class C made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1397 holding.
EP Wealth Advisors first reported a position in Under Armour Class C in Q4 2023 and has held it in 7 quarters since.
EP Wealth Advisors's Under Armour Class C position peaked at $133K in Q4 2023.
304 funds tracked by Wall St. Rank held Under Armour Class C as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.