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Perigon Wealth Management’s Under Armour Class C UA Stock Holding History

Perigon 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
2025
Q3 		– Sell
-57,960
Closed -$376K – 1246
2025
Q2 		$376K Buy
57,960
+4,082
+8% +$24.1K 0.01% 764
2025
Q1 		$321K Buy
53,878
+3,802
+8% +$25.9K 0.01% 785
2024
Q4 		$361K Sell
50,076
-791
-2% -$6.6K 0.01% 751
2024
Q3 		$425K Sell
50,867
-1,737
-3% -$12.5K 0.01% 668
2024
Q2 		$344K Buy
52,604
+1,891
+4% +$12.5K 0.01% 642
2024
Q1 		$362K Sell
50,713
-306
-0.6% -$2.34K 0.01% 625
2023
Q4 		$426K Buy
+51,019
New +$369K 0.01% 549
2022
Q3 		– Sell
-31,920
Closed -$242K – 604
2022
Q2 		$242K Buy
31,920
+7,035
+28% +$79.1K 0.02% 490
2022
Q1 		$387K Buy
24,885
+2,496
+11% +$39.1K 0.03% 413
2021
Q4 		$404K Buy
22,389
+188
+0.8% +$3.65K 0.03% 385
2021
Q3 		$389K Buy
22,201
+3,880
+21% +$74.3K 0.03% 358
2021
Q2 		$340K Sell
18,321
-335
-2% -$6.31K 0.03% 377
2021
Q1 		$344K Sell
18,656
-4
-0% -$70 0.04% 361
2020
Q4 		$278K Buy
+18,660
New +$250K 0.03% 348
2017
Q4 		– Sell
-5,188
Closed -$78K – 673
2017
Q3 		$78K Sell
5,188
-3,006
-37% -$50.6K 0.03% 290
2017
Q2 		$165K Sell
8,194
-2,485
-23% -$46.8K 0.04% 255
2017
Q1 		$195K Hold
10,679
– – 0.04% 254
2016
Q4 		$199K Sell
10,679
-1,696
-14% -$46.9K 0.04% 244
2016
Q3 		$419K Sell
12,375
-843
-6% -$30.4K 0.11% 158
2016
Q2 		$481K Buy
+13,218
New +$487K 0.13% 145

Other funds holding UA

BCP
BDT Capital Partners Chicago, Illinois $3.51B AUM 31.02% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Perigon Wealth Management's UA Position: Q3 2025 in Review

Perigon Wealth Management sold out of Under Armour Class C (UA) in Q3 2025, closing a stake of 57,960 shares — an estimated $376K sold.

Perigon Wealth Management first reported a position in UA in Q2 2016 and held it in 20 quarters. The position peaked at $481K in Q2 2016. 307 funds tracked by Wall St. Rank hold UA as of Q3 2025.

  • Perigon Wealth Management reported no remaining Under Armour Class C position as of Q3 2025 after selling out during the quarter.
  • Perigon Wealth Management sold 57,960 Under Armour Class C shares in Q3 2025, an estimated $376K.
  • Perigon Wealth Management first reported a position in Under Armour Class C in Q2 2016 and held it in 20 quarters.
  • Perigon Wealth Management's Under Armour Class C position peaked at $481K in Q2 2016.
  • 307 funds tracked by Wall St. Rank held Under Armour Class C as of Q3 2025.

Based on Perigon Wealth Management's 13F filing for Q3 2025, filed 17 Oct 2025.