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 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

Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return