Spire Wealth Management’s Under Armour UAA Stock Holding History

Spire Wealth Management’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
2025 Q4	–	Sell	-600	Closed	-$2.99K	–	2481
2025 Q3	$2.99K	Hold	600	–	–	﹤0.01%	2073
2025 Q2	$4.1K	Sell	600 -5	-0.8%	-$31	﹤0.01%	2010
2025 Q1	$3.78K	Sell	605 -505	-45%	-$3.76K	﹤0.01%	2134
2024 Q4	$9.19K	Buy	1,110 +5	+0.5%	+$46	﹤0.01%	1856
2024 Q3	$9.85K	Sell	1,105 -177	-14%	-$1.32K	﹤0.01%	1639
2024 Q2	$8.55K	Buy	1,282 +28	+2%	+$191	﹤0.01%	1677
2024 Q1	$9.26K	Sell	1,254 -60	-5%	-$477	﹤0.01%	1737
2023 Q4	$9.87K	Hold	1,314	–	–	﹤0.01%	1759
2023 Q3	$9K	Sell	1,314 -40	-3%	-$301	﹤0.01%	1764
2023 Q2	$9.78K	Sell	1,354 -130	-9%	-$1.05K	﹤0.01%	1822
2023 Q1	$14.1K	Sell	1,484 -472	-24%	-$4.91K	﹤0.01%	1735
2022 Q4	$20K	Buy	1,956 +155	+9%	+$1.34K	﹤0.01%	1374
2022 Q3	$12K	Sell	1,801 -966	-35%	-$8.46K	﹤0.01%	1518
2022 Q2	$23K	Sell	2,767 -1,111	-29%	-$13.6K	﹤0.01%	1622
2022 Q1	$66K	Sell	3,878 -2,833	-42%	-$50.8K	﹤0.01%	1339
2021 Q4	$142K	Buy	6,711 +2,338	+53%	+$53.1K	﹤0.01%	1254
2021 Q3	$88K	Buy	4,373 +480	+12%	+$10.6K	﹤0.01%	1242
2021 Q2	$82K	Sell	3,893 -2,861	-42%	-$63.8K	﹤0.01%	1269
2021 Q1	$150K	Buy	+6,754	New	+$141K	﹤0.01%	1195

Other funds holding UAA

Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return