Heartwood Wealth Advisors’s Under Armour UAA Stock Holding History

Heartwood Wealth Advisors’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
2025 Q4	–	Sell	-125	Closed	-$624	–	565
2025 Q3	$624	Buy	+125	New	+$728	﹤0.01%	583

Other funds holding UAA

FFH

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Heartwood Wealth Advisors's UAA Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Under Armour (UAA) in Q4 2025, closing a stake of 125 shares — an estimated $624 sold.

Heartwood Wealth Advisors first reported a position in UAA in Q3 2025 and held it in 1 quarter. The position peaked at $624 in Q3 2025. 352 funds tracked by Wall St. Rank hold UAA as of Q4 2025.

Heartwood Wealth Advisors reported no remaining Under Armour position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 125 Under Armour shares in Q4 2025, an estimated $624.
Heartwood Wealth Advisors first reported a position in Under Armour in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's Under Armour position peaked at $624 in Q3 2025.
352 funds tracked by Wall St. Rank held Under Armour as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.