Summit Financial Strategies’s Under Armour Class C UA Stock Holding History

Summit Financial Strategies’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	$62.2K	Hold	10,000	–	–	﹤0.01%	168
2026 Q1	$57.9K	Buy	+10,000	New	+$63.1K	﹤0.01%	164
2025 Q4	–	Sell	-13,003	Closed	-$62.8K	–	172
2025 Q3	$62.8K	Hold	13,003	–	–	0.01%	152
2025 Q2	$84.4K	Hold	13,003	–	–	0.01%	149
2025 Q1	$77.4K	Sell	13,003 -20,192	-61%	-$138K	0.01%	144
2024 Q4	$248K	Buy	33,195 +13,780	+71%	+$115K	0.03%	123
2024 Q3	$162K	Hold	19,415	–	–	0.02%	144
2024 Q2	$127K	Buy	19,415 +3,868	+25%	+$25.6K	0.02%	142
2024 Q1	$111K	Buy	15,547 +1,615	+12%	+$12.4K	0.02%	145
2023 Q4	$116K	Hold	13,932	–	–	0.02%	139
2023 Q3	$88.9K	Hold	13,932	–	–	0.02%	126
2023 Q2	$93.5K	Sell	13,932 -1,049	-7%	-$7.7K	0.02%	123
2023 Q1	$128K	Buy	14,981 +4,711	+46%	+$43.3K	0.03%	120
2022 Q4	$91.6K	Hold	10,270	–	–	0.02%	118
2022 Q3	$61K	Hold	10,270	–	–	0.01%	115
2022 Q2	$78K	Hold	10,270	–	–	0.02%	116
2022 Q1	$160K	Buy	+10,270	New	+$161K	0.03%	119

Other funds holding UA

BCP

BDT Capital Partners Chicago, Illinois $4.35B AUM 21.31% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Summit Financial Strategies's UA Position: Q2 2026 in Review

Summit Financial Strategies held its Under Armour Class C (UA) position steady in Q2 2026 at 10,000 shares worth $62.2K. The position accounts for ﹤0.01% of the portfolio, ranked #168.

Summit Financial Strategies first reported a position in UA in Q1 2022 and has held it in 17 quarters since. The position peaked at $248K in Q4 2024. 301 funds tracked by Wall St. Rank hold UA as of Q2 2026.

Summit Financial Strategies held 10,000 shares of Under Armour Class C worth $62.2K as of Q2 2026.
Summit Financial Strategies left its Under Armour Class C share count unchanged in Q2 2026.
Under Armour Class C made up ﹤0.01% of Summit Financial Strategies's portfolio in Q2 2026, its #168 holding.
Summit Financial Strategies first reported a position in Under Armour Class C in Q1 2022 and has held it in 17 quarters since.
Summit Financial Strategies's Under Armour Class C position peaked at $248K in Q4 2024.
301 funds tracked by Wall St. Rank held Under Armour Class C as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.