SOA Wealth Advisors
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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
Q3 		$9 Hold
2
– – ﹤0.01% 841
2026
Q2 		$12 Hold
2
– – ﹤0.01% 884
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

SOA Wealth Advisors's UA Position: Q3 2026 in Review

SOA Wealth Advisors held its Under Armour Class C (UA) position steady in Q3 2026 at 2 shares worth $9. The position accounts for ﹤0.01% of the portfolio, ranked #841.

SOA Wealth Advisors first reported a position in UA in Q4 2020 and has held it in 24 quarters since. The position peaked at $10K in Q4 2020. 197 funds tracked by Wall St. Rank hold UA as of Q3 2026.

  • SOA Wealth Advisors held 2 shares of Under Armour Class C worth $9 as of Q3 2026.
  • SOA Wealth Advisors left its Under Armour Class C share count unchanged in Q3 2026.
  • Under Armour Class C made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q3 2026, its #841 holding.
  • SOA Wealth Advisors first reported a position in Under Armour Class C in Q4 2020 and has held it in 24 quarters since.
  • SOA Wealth Advisors's Under Armour Class C position peaked at $10K in Q4 2020.
  • 197 funds tracked by Wall St. Rank held Under Armour Class C as of Q3 2026.

Based on SOA Wealth Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.