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 Q2	–	Sell	-151	Closed	-$874	–	1700
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	–	886
2020 Q1	$10K	Buy	+1,287	New	+$18.5K	﹤0.01%	631
2019 Q4	–	Sell	-1,347	Closed	-$24K	–	868
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 $4.35B AUM 21.31% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FFH

Fairfax Financial Holdings Toronto, Ontario, Canada $2.64B AUM 24.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Golden State Wealth Management's UA Position: Q2 2026 in Review

Golden State Wealth Management sold out of Under Armour Class C (UA) in Q2 2026, closing a stake of 151 shares — an estimated $874 sold.

Golden State Wealth Management first reported a position in UA in Q1 2019 and held it in 10 quarters. The position peaked at $37K in Q2 2019. 300 funds tracked by Wall St. Rank hold UA as of Q2 2026.

Golden State Wealth Management reported no remaining Under Armour Class C position as of Q2 2026 after selling out during the quarter.
Golden State Wealth Management sold 151 Under Armour Class C shares in Q2 2026, an estimated $874.
Golden State Wealth Management first reported a position in Under Armour Class C in Q1 2019 and held it in 10 quarters.
Golden State Wealth Management's Under Armour Class C position peaked at $37K in Q2 2019.
300 funds tracked by Wall St. Rank held Under Armour Class C as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.