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EverSource Wealth Advisors’s Under Armour Class C UA Stock Holding History

EverSource 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
2026
Q1 		$15.3K Buy
2,643
+1,962
+288% +$12.4K ﹤0.01% 2669
2025
Q4 		$3.27K Sell
681
-1,495
-69% -$6.65K ﹤0.01% 3306
2025
Q3 		$10.5K Sell
2,176
-506
-19% -$2.83K ﹤0.01% 2800
2025
Q2 		$17.4K Buy
2,682
+1,652
+160% +$9.74K ﹤0.01% 2407
2025
Q1 		$6.13K Sell
1,030
-40
-4% -$272 ﹤0.01% 2398
2024
Q4 		$7.98K Sell
1,070
-112
-9% -$934 ﹤0.01% 2117
2024
Q3 		$9.88K Buy
1,182
+1
+0.1% +$7 ﹤0.01% 1872
2024
Q2 		$8.02K Buy
1,181
+771
+188% +$5.1K ﹤0.01% 1979
2024
Q1 		$2.67K Buy
410
+110
+37% +$842 ﹤0.01% 2294
2023
Q4 		$2.5K Sell
300
-730
-71% -$5.28K ﹤0.01% 2109
2023
Q3 		$6.57K Hold
1,030
– – ﹤0.01% 1582
2023
Q2 		$6.91K Hold
1,030
– – ﹤0.01% 1596
2023
Q1 		$8.79K Buy
1,030
+300
+41% +$2.76K ﹤0.01% 1418
2022
Q4 		$6.51K Buy
+730
New +$5.55K ﹤0.01% 1497
2022
Q3 		– Sell
-218
Closed -$2K – 2143
2022
Q2 		$2K Buy
+218
New +$2.45K ﹤0.01% 1580
2022
Q1 		– Sell
-53
Closed -$1K – 1851
2021
Q4 		$1K Buy
+53
New +$1.03K ﹤0.01% 1731

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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EverSource Wealth Advisors's UA Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Under Armour Class C (UA) stake by 288% in Q1 2026, buying an estimated $12.4K and bringing the position to 2,643 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2669.

EverSource Wealth Advisors first reported a position in UA in Q4 2021 and has held it in 16 quarters since. The position peaked at $17.4K in Q2 2025. 302 funds tracked by Wall St. Rank hold UA as of Q1 2026.

  • EverSource Wealth Advisors held 2,643 shares of Under Armour Class C worth $15.3K as of Q1 2026.
  • EverSource Wealth Advisors bought 1,962 Under Armour Class C shares in Q1 2026, an estimated $12.4K.
  • Under Armour Class C made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2669 holding.
  • EverSource Wealth Advisors first reported a position in Under Armour Class C in Q4 2021 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's Under Armour Class C position peaked at $17.4K in Q2 2025.
  • 302 funds tracked by Wall St. Rank held Under Armour Class C as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.