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EP Wealth Advisors’s Under Armour UAA Stock Holding History

EP Wealth Advisors’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
Q2 		$159K Buy
24,805
+6,439
+35% +$38.2K ﹤0.01% 1576
2026
Q1 		$109K Buy
+18,366
New +$119K ﹤0.01% 1456
2025
Q2 		$77.4K Sell
11,338
-1,325
-10% -$8.25K ﹤0.01% 1396
2025
Q1 		$79.1K Sell
12,663
-44
-0.3% -$328 ﹤0.01% 1262
2024
Q4 		$105K Sell
12,707
-567
-4% -$5.18K ﹤0.01% 1201
2024
Q3 		$118K Sell
13,274
-40
-0.3% -$298 ﹤0.01% 1125
2024
Q2 		$88.8K Sell
13,314
-1,335
-9% -$9.1K ﹤0.01% 835
2024
Q1 		$108K Sell
14,649
-4,415
-23% -$35.1K ﹤0.01% 805
2023
Q4 		$168K Buy
+19,064
New +$147K ﹤0.01% 736
2023
Q2 		– Sell
-44,831
Closed -$8.34M – 726
2023
Q1 		$8.34M Buy
+44,831
New +$466K 0.14% 104

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

EP Wealth Advisors increased its Under Armour (UAA) stake by 35% in Q2 2026, buying an estimated $38.2K and bringing the position to 24,805 shares worth $159K. The position accounts for ﹤0.01% of the portfolio, ranked #1576.

EP Wealth Advisors first reported a position in UAA in Q1 2023 and has held it in 10 quarters since. The position peaked at $8.34M in Q1 2023. 376 funds tracked by Wall St. Rank hold UAA as of Q2 2026.

  • EP Wealth Advisors held 24,805 shares of Under Armour worth $159K as of Q2 2026.
  • EP Wealth Advisors bought 6,439 Under Armour shares in Q2 2026, an estimated $38.2K.
  • Under Armour made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1576 holding.
  • EP Wealth Advisors first reported a position in Under Armour in Q1 2023 and has held it in 10 quarters since.
  • EP Wealth Advisors's Under Armour position peaked at $8.34M in Q1 2023.
  • 376 funds tracked by Wall St. Rank held Under Armour as of Q2 2026.

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