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Golden State Wealth Management’s Under Armour Class C UA Stock Holding History

Golden State Wealth Management’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 		$874 Hold
151
– – ﹤0.01% 1468
2025
Q4 		$725 Hold
151
– – ﹤0.01% 1555
2025
Q3 		$729 Sell
151
-50
-25% -$280 ﹤0.01% 1538
2025
Q2 		$1.3K Hold
201
– – ﹤0.01% 1406
2025
Q1 		$1.2K Hold
201
– – ﹤0.01% 1399
2024
Q4 		$1.5K Buy
+201
New +$1.68K ﹤0.01% 1292
2020
Q2 		– Sell
-1,287
Closed -$10K – 857
2020
Q1 		$10K Buy
+1,287
New +$18.5K ﹤0.01% 631
2019
Q4 		– Sell
-1,347
Closed -$24K – 869
2019
Q3 		$24K Sell
1,347
-325
-19% -$6.41K 0.01% 588
2019
Q2 		$37K Buy
1,672
+225
+16% +$4.68K 0.01% 518
2019
Q1 		$27K Buy
+1,447
New +$27.4K 0.01% 570

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 $5.7T 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 $127B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return