PlanVest Financial’s Under Armour UAA Stock Holding History

PlanVest Financial’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
2026 Q2	$2.56K	Hold	400	–	–	﹤0.01%	507
2026 Q1	$2.36K	Buy	+400	New	+$2.59K	﹤0.01%	485

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 Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

PlanVest Financial's UAA Position: Q2 2026 in Review

PlanVest Financial held its Under Armour (UAA) position steady in Q2 2026 at 400 shares worth $2.56K. The position accounts for ﹤0.01% of the portfolio, ranked #507.

PlanVest Financial first reported a position in UAA in Q1 2026 and has held it in 2 quarters since. 356 funds tracked by Wall St. Rank hold UAA as of Q2 2026.

PlanVest Financial held 400 shares of Under Armour worth $2.56K as of Q2 2026.
PlanVest Financial left its Under Armour share count unchanged in Q2 2026.
Under Armour made up ﹤0.01% of PlanVest Financial's portfolio in Q2 2026, its #507 holding.
PlanVest Financial first reported a position in Under Armour in Q1 2026 and has held it in 2 quarters since.
356 funds tracked by Wall St. Rank held Under Armour as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.