UA β€” UNDER ARMOUR INC

Ownership history in EP Wealth Advisors, LLC  Β·  7 quarters on record

AI Ownership Summary

EP Wealth Advisors, LLC reported UNDER ARMOUR INC (UA) in 7 quarterly 13F filings from 2023 Q4 through 2025 Q2. The latest visible filing shows UA at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this UA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EP Wealth Advisors, LLC's position in UNDER ARMOUR INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q2

UA was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How EP Wealth Advisors, LLC held UA β€” position size vs. price
% of Fund (quarterly)    UA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 REDUCED 11,863 -2,285 -16.2% 0.00% $77K 2025-08-14 $4.76
2025 Q1 REDUCED 14,148 -587 -4.0% 0.00% $84K 2025-05-15 $6.20
2024 Q4 REDUCED 14,735 -3 -0.0% 0.00% $110K 2025-02-14 $6.63
2024 Q3 UNCHANGED 14,738 β€” 0% 0.00% $123K 2024-11-15 $8.97
2024 Q2 REDUCED 14,738 -981 -6.2% 0.00% $96K 2024-08-19 $8.01
2024 Q1 REDUCED 15,719 -201 -1.3% 0.00% $112K 2024-05-14 $6.69
2023 Q4 INITIATED 15,920 β€” β€” 0.00% $133K 2024-02-28 $8.61

FAQ About EP Wealth Advisors, LLC and UA

These are the practical questions this page is built to answer before you even open the full history table.

How long has EP Wealth Advisors, LLC reported owning UA?

EP Wealth Advisors, LLC reported UA across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q2.

What was the largest reported UA position in EP Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for UA was 0.00% in 2023 Q4.

What is the latest reported UA position on this page?

The most recent filing on this page is 2025 Q2, when EP Wealth Advisors, LLC reported 11,863 shares, equal to 0.00% of portfolio, with an estimated market value of $77K.

What does the chart on this UA ownership page compare?

The chart compares EP Wealth Advisors, LLC's quarterly UA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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