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Summit Wealth Group (Colorado)’s Under Armour Class C UA Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-7,690
Closed -$284K – 468
2025
Q3 		$284K Buy
+7,690
New +$43K 0.04% 201

Other funds holding UA

BCP
BDT Capital Partners Chicago, Illinois $3.51B AUM 31.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Wealth Group (Colorado)'s UA Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Under Armour Class C (UA) in Q4 2025, closing a stake of 7,690 shares — an estimated $284K sold.

Summit Wealth Group (Colorado) first reported a position in UA in Q3 2025 and held it in 1 quarter. The position peaked at $284K in Q3 2025. 300 funds tracked by Wall St. Rank hold UA as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Under Armour Class C position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 7,690 Under Armour Class C shares in Q4 2025, an estimated $284K.
  • Summit Wealth Group (Colorado) first reported a position in Under Armour Class C in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Under Armour Class C position peaked at $284K in Q3 2025.
  • 300 funds tracked by Wall St. Rank held Under Armour Class C as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.