Estate Planners Group’s Under Armour Class C UA Stock Holding History

Estate Planners Group’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 Q1	–	Sell	-92	Closed	-$442	–	382
2025 Q4	$442	Buy	+92	New	+$409	﹤0.01%	435

Other funds holding UA

BCP

BDT Capital Partners Chicago, Illinois $3.51B AUM 31.02% 1-Year Est. Return

FFH

Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Estate Planners Group's UA Position: Q1 2026 in Review

Estate Planners Group sold out of Under Armour Class C (UA) in Q1 2026, closing a stake of 92 shares — an estimated $442 sold.

Estate Planners Group first reported a position in UA in Q4 2025 and held it in 1 quarter. The position peaked at $442 in Q4 2025. 302 funds tracked by Wall St. Rank hold UA as of Q1 2026.

Estate Planners Group reported no remaining Under Armour Class C position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 92 Under Armour Class C shares in Q1 2026, an estimated $442.
Estate Planners Group first reported a position in Under Armour Class C in Q4 2025 and held it in 1 quarter.
Estate Planners Group's Under Armour Class C position peaked at $442 in Q4 2025.
302 funds tracked by Wall St. Rank held Under Armour Class C as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.