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Marshall & Sterling Wealth Advisors’s Under Armour UAA Stock Holding History

Marshall & Sterling 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
Q1 		– Sell
-800
Closed -$6.62K – 663
2024
Q4 		$6.62K Buy
+800
New +$7.31K ﹤0.01% 244

Other funds holding UAA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fuller & Thaler Asset Management
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's UAA Position: Q1 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Under Armour (UAA) in Q1 2025, closing a stake of 800 shares — an estimated $6.62K sold.

Marshall & Sterling Wealth Advisors first reported a position in UAA in Q4 2024 and held it in 1 quarter. The position peaked at $6.62K in Q4 2024. 388 funds tracked by Wall St. Rank hold UAA as of Q1 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Under Armour position as of Q1 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 800 Under Armour shares in Q1 2025, an estimated $6.62K.
  • Marshall & Sterling Wealth Advisors first reported a position in Under Armour in Q4 2024 and held it in 1 quarter.
  • Marshall & Sterling Wealth Advisors's Under Armour position peaked at $6.62K in Q4 2024.
  • 388 funds tracked by Wall St. Rank held Under Armour as of Q1 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.