Waverly Advisors’s Under Armour UAA Stock Holding History

Waverly Advisors’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	$177K	Sell	29,893 -739	-2%	-$4.79K	﹤0.01%	1503
2025 Q4	$152K	Buy	30,632 +4,970	+19%	+$23K	﹤0.01%	1405
2025 Q3	$128K	Buy	25,662 +748	+3%	+$4.36K	﹤0.01%	1248
2025 Q2	$170K	Buy	24,914 +7,764	+45%	+$48.3K	﹤0.01%	1140
2025 Q1	$107K	Buy	+17,150	New	+$128K	﹤0.01%	1087
2015 Q4	–	Sell	-1,611	Closed	-$77K	–	375
2015 Q3	$77K	Hold	1,611	–	–	0.05%	93
2015 Q2	$67K	Hold	1,611	–	–	0.04%	102
2015 Q1	$65K	Hold	1,611	–	–	0.03%	100
2014 Q4	$54K	Sell	1,611 -1,511	-48%	-$50.6K	0.03%	112
2014 Q3	$107K	Hold	3,122	–	–	0.06%	132
2014 Q2	$92K	Sell	3,122 -1,511	-33%	-$39.4K	0.04%	158
2014 Q1	$132K	Sell	4,633 -121	-3%	-$3.14K	0.06%	121
2013 Q4	$103K	Buy	4,754 +3,022	+174%	+$61.5K	0.04%	228
2013 Q3	$34K	Buy	+1,732	New	+$30.3K	0.02%	298

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