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

Heritage 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	$46	Hold	8	–	–	﹤0.01%	669
2025 Q4	$38	Hold	8	–	–	﹤0.01%	585
2025 Q3	$39	Hold	8	–	–	﹤0.01%	575
2025 Q2	$52	Hold	8	–	–	﹤0.01%	564
2025 Q1	$48	Hold	8	–	–	﹤0.01%	565
2024 Q4	$60	Hold	8	–	–	﹤0.01%	618
2024 Q3	$67	Hold	8	–	–	﹤0.01%	614
2024 Q2	$52	Hold	8	–	–	﹤0.01%	511
2024 Q1	$57	Hold	8	–	–	﹤0.01%	535
2023 Q4	$67	Hold	8	–	–	﹤0.01%	543
2023 Q3	$51	Hold	8	–	–	﹤0.01%	510
2023 Q2	$54	Hold	8	–	–	﹤0.01%	551
2023 Q1	$68	Sell	8 -3,000	-100%	-$27.6K	﹤0.01%	564
2022 Q4	$26.8K	Buy	3,008 +3,000	+37,500%	+$22.8K	﹤0.01%	387
2022 Q3	$48	Hold	8	–	–	﹤0.01%	529
2022 Q2	$0	Hold	8	–	–	﹤0.01%	581
2022 Q1	$0	Hold	8	–	–	﹤0.01%	562
2021 Q4	$0	Hold	8	–	–	﹤0.01%	552
2021 Q3	$140	Hold	8	–	–	﹤0.01%	525
2021 Q2	$149	Hold	8	–	–	﹤0.01%	557
2021 Q1	$148	Hold	8	–	–	﹤0.01%	560
2020 Q4	$0	Hold	8	–	–	﹤0.01%	559
2020 Q3	$79	Hold	8	–	–	﹤0.01%	464
2020 Q2	$71	Hold	8	–	–	﹤0.01%	434
2020 Q1	$64	Hold	8	–	–	﹤0.01%	438
2019 Q4	$153	Hold	8	–	–	﹤0.01%	707
2019 Q3	$0	Sell	8 -50	-86%	-$985	﹤0.01%	469
2019 Q2	$1.29K	Buy	58 +8	+16%	+$166	﹤0.01%	437
2019 Q1	$944	Sell	50 -30	-38%	-$567	﹤0.01%	428
2018 Q4	$1K	Buy	80 +30	+60%	+$568	﹤0.01%	378
2018 Q3	$0	Buy	+50	New	+$965	﹤0.01%	392

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

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

Heritage Wealth Advisors held its Under Armour Class C (UA) position steady in Q1 2026 at 8 shares worth $46. The position accounts for ﹤0.01% of the portfolio, ranked #669.

Heritage Wealth Advisors first reported a position in UA in Q3 2018 and has held it in 31 quarters since. The position peaked at $26.8K in Q4 2022. 302 funds tracked by Wall St. Rank hold UA as of Q1 2026.

Heritage Wealth Advisors held 8 shares of Under Armour Class C worth $46 as of Q1 2026.
Heritage Wealth Advisors left its Under Armour Class C share count unchanged in Q1 2026.
Under Armour Class C made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #669 holding.
Heritage Wealth Advisors first reported a position in Under Armour Class C in Q3 2018 and has held it in 31 quarters since.
Heritage Wealth Advisors's Under Armour Class C position peaked at $26.8K in Q4 2022.
302 funds tracked by Wall St. Rank held Under Armour Class C as of Q1 2026.

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