Summit Securities Group’s Under Armour UAA Stock Holding History

Summit Securities Group’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
2026 Q1	–	Sell	-4,777	Closed	-$23.7K	–	1412
2025 Q4	$23.7K	Buy	+4,777	New	+$22.1K	﹤0.01%	772
2024 Q4	–	Sell	-942	Closed	-$8K	–	937
2024 Q3	$8K	Buy	+942	New	+$7.01K	0.01%	399
2023 Q3	–	Sell	-7,245	Closed	-$52K	–	1055
2023 Q2	$52K	Buy	+7,245	New	+$58.3K	0.02%	403
2022 Q2	–	Sell	-77	Closed	-$1K	–	1271
2022 Q1	$1K	Buy	+77	New	+$1.38K	﹤0.01%	1069
2016 Q1	–	Sell	-25,846	Closed	-$1.03M	–	381
2015 Q4	$1.03M	Buy	+25,846	New	+$1.17M	0.34%	49
2015 Q2	–	Sell	-1,009	Closed	-$40K	–	598
2015 Q1	$40K	Buy	+1,009	New	+$36.9K	0.03%	206

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 Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

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

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

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