SOA Wealth Advisors’s Under Armour Class C UA Stock Holding History

SOA Wealth Advisors’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 Q1	$12	Hold	2	–	–	﹤0.01%	861
2025 Q4	$10	Hold	2	–	–	﹤0.01%	864
2025 Q3	$10	Hold	2	–	–	﹤0.01%	889
2025 Q2	$13	Hold	2	–	–	﹤0.01%	870
2025 Q1	$12	Hold	2	–	–	﹤0.01%	876
2024 Q4	$15	Hold	2	–	–	﹤0.01%	869
2024 Q3	$17	Hold	2	–	–	﹤0.01%	834
2024 Q2	$13	Hold	2	–	–	﹤0.01%	849
2024 Q1	$14	Hold	2	–	–	﹤0.01%	903
2023 Q4	$17	Hold	2	–	–	﹤0.01%	901
2023 Q3	$13	Hold	2	–	–	﹤0.01%	935
2023 Q2	$13	Hold	2	–	–	﹤0.01%	933
2023 Q1	$17	Hold	2	–	–	﹤0.01%	960
2022 Q4	$18	Sell	2 -4	-67%	-$30	﹤0.01%	967
2022 Q3	$0	Hold	6	–	–	﹤0.01%	996
2022 Q2	$0	Sell	6 -7	-54%	-$79	﹤0.01%	1033
2022 Q1	$0	Hold	13	–	–	﹤0.01%	1010
2021 Q4	$0	Hold	13	–	–	﹤0.01%	990
2021 Q3	$0	Sell	13 -429	-97%	-$8.22K	﹤0.01%	995
2021 Q2	$8K	Sell	442 -12	-3%	-$226	﹤0.01%	617
2021 Q1	$8K	Sell	454 -89	-16%	-$1.56K	﹤0.01%	558
2020 Q4	$10K	Buy	+543	New	+$7.27K	﹤0.01%	521

Other funds holding UA

BCP

BDT Capital Partners Chicago, Illinois $3.51B AUM 31.02% 1-Year Est. Return

FFH

Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SOA Wealth Advisors's UA Position: Q1 2026 in Review

SOA Wealth Advisors held its Under Armour Class C (UA) position steady in Q1 2026 at 2 shares worth $12. The position accounts for ﹤0.01% of the portfolio, ranked #861.

SOA Wealth Advisors first reported a position in UA in Q4 2020 and has held it in 22 quarters since. The position peaked at $10K in Q4 2020. 302 funds tracked by Wall St. Rank hold UA as of Q1 2026.

SOA Wealth Advisors held 2 shares of Under Armour Class C worth $12 as of Q1 2026.
SOA Wealth Advisors left its Under Armour Class C share count unchanged in Q1 2026.
Under Armour Class C made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q1 2026, its #861 holding.
SOA Wealth Advisors first reported a position in Under Armour Class C in Q4 2020 and has held it in 22 quarters since.
SOA Wealth Advisors's Under Armour Class C position peaked at $10K in Q4 2020.
302 funds tracked by Wall St. Rank held Under Armour Class C as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.