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Essex Financial Services’s Under Armour UAA Stock Holding History

Essex Financial Services’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 		– Sell
-12,627
Closed -$62.8K – 832
2025
Q4 		$62.8K Buy
+12,627
New +$58.5K ﹤0.01% 780
2016
Q4 		– Sell
-7,920
Closed -$306K – 333
2016
Q3 		$306K Sell
7,920
-700
-8% -$28.3K 0.07% 241
2016
Q2 		$346K Sell
8,620
-5,470
-39% -$218K 0.08% 221
2016
Q1 		$598K Sell
14,090
-3,800
-21% -$150K 0.15% 149
2015
Q4 		$721K Buy
17,890
+9,710
+119% +$443K 0.17% 134
2015
Q3 		$396K Buy
8,180
+800
+11% +$38K 0.1% 203
2015
Q2 		$308K Buy
+7,380
New +$299K 0.08% 234

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Essex Financial Services's UAA Position: Q1 2026 in Review

Essex Financial Services sold out of Under Armour (UAA) in Q1 2026, closing a stake of 12,627 shares — an estimated $62.8K sold.

Essex Financial Services first reported a position in UAA in Q2 2015 and held it in 7 quarters. The position peaked at $721K in Q4 2015. 375 funds tracked by Wall St. Rank hold UAA as of Q1 2026.

  • Essex Financial Services reported no remaining Under Armour position as of Q1 2026 after selling out during the quarter.
  • Essex Financial Services sold 12,627 Under Armour shares in Q1 2026, an estimated $62.8K.
  • Essex Financial Services first reported a position in Under Armour in Q2 2015 and held it in 7 quarters.
  • Essex Financial Services's Under Armour position peaked at $721K in Q4 2015.
  • 375 funds tracked by Wall St. Rank held Under Armour as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.