Marcum Wealth’s Under Armour UAA Stock Holding History

Marcum Wealth’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 Q1	$308K	Buy	49,211 +1,450	+3%	+$10.8K	0.03%	274
2024 Q4	$395K	Buy	+47,761	New	+$437K	0.03%	228
2024 Q2	–	Sell	-33,298	Closed	-$246K	–	408
2024 Q1	$246K	Buy	33,298 +12,987	+64%	+$103K	0.02%	306
2023 Q4	$179K	Hold	20,311	–	–	0.02%	341
2023 Q3	$139K	Hold	20,311	–	–	0.02%	329
2023 Q2	$147K	Sell	20,311 -37	-0.2%	-$298	0.02%	341
2023 Q1	$193K	Hold	20,348	–	–	0.02%	326
2022 Q4	$207K	Hold	20,348	–	–	0.03%	304
2022 Q3	$135K	Buy	+20,348	New	+$178K	0.02%	310

Other funds holding UAA

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

FFH

Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Marcum Wealth's UAA Position: Q1 2025 in Review

Marcum Wealth increased its Under Armour (UAA) stake by 3% in Q1 2025, buying an estimated $10.8K and bringing the position to 49,211 shares worth $308K. The position accounts for 0.03% of the portfolio, ranked #274.

Marcum Wealth first reported a position in UAA in Q3 2022 and has held it in 9 quarters since. The position peaked at $395K in Q4 2024. 388 funds tracked by Wall St. Rank hold UAA as of Q1 2025.

Marcum Wealth held 49,211 shares of Under Armour worth $308K as of Q1 2025.
Marcum Wealth bought 1,450 Under Armour shares in Q1 2025, an estimated $10.8K.
Under Armour made up 0.03% of Marcum Wealth's portfolio in Q1 2025, its #274 holding.
Marcum Wealth first reported a position in Under Armour in Q3 2022 and has held it in 9 quarters since.
Marcum Wealth's Under Armour position peaked at $395K in Q4 2024.
388 funds tracked by Wall St. Rank held Under Armour as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.