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Root Financial Partners’s Under Armour Class C UA Stock Holding History

Root Financial Partners’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
Q2 		– Sell
-903
Closed -$5.23K – 2997
2026
Q1 		$5.23K Buy
903
+749
+486% +$4.73K ﹤0.01% 1937
2025
Q4 		$739 Sell
154
-47
-23% -$209 ﹤0.01% 2162
2025
Q3 		$971 Buy
+201
New +$1.12K ﹤0.01% 2059

Other funds holding UA

BCP
BDT Capital Partners Chicago, Illinois $4.35B AUM 21.31% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $2.64B AUM 24.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Root Financial Partners's UA Position: Q2 2026 in Review

Root Financial Partners sold out of Under Armour Class C (UA) in Q2 2026, closing a stake of 903 shares — an estimated $5.23K sold.

Root Financial Partners first reported a position in UA in Q3 2025 and held it in 3 quarters. The position peaked at $5.23K in Q1 2026. 300 funds tracked by Wall St. Rank hold UA as of Q2 2026.

  • Root Financial Partners reported no remaining Under Armour Class C position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 903 Under Armour Class C shares in Q2 2026, an estimated $5.23K.
  • Root Financial Partners first reported a position in Under Armour Class C in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Under Armour Class C position peaked at $5.23K in Q1 2026.
  • 300 funds tracked by Wall St. Rank held Under Armour Class C as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.