WEALTH ENHANCEMENT ADVISORY SERVICES, LLC UA UNDER ARMOUR INC

Ownership history in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC  ·  11 quarters on record

AI Ownership Summary

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported UNDER ARMOUR INC (UA) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WEALTH ENHANCEMENT ADVISORY SERVICES, 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
2026 Q1

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

High-water mark
Peak Conviction
0.0% in 2025 Q2

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 2026 Q1

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 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held UA — position size vs. price
% of Fund (quarterly)    UA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 21,448 -16,365 -43.3% 0.00% $118K 2026-04-08 $5.87
2025 Q4 ADDED 37,813 +7,016 +22.8% 0.00% $205K 2026-01-08 $5.80
2025 Q3 REDUCED 20.1% -6.0% 30,797 -7,769 -20.1% 0.00% $146K 2025-10-29 $4.46
2025 Q2 ADDED 38,566 +23,295 +152.5% 0.00% $261K 2025-07-10 $6.65
2025 Q1 ADDED 15,271 +2,977 +24.2% 0.00% $91K 2025-04-16 $5.28
2024 Q4 UNCHANGED 12,294 0% 0.00% $103K 2025-01-10 $7.34
2024 Q3 REDUCED 23.0% -11.8% 12,294 -3,678 -23.0% 0.00% $103K 2024-10-24 $7.93
2024 Q2 ADDED 15,972 +2,848 +21.7% 0.00% $104K 2024-07-16 $6.56
2024 Q1 ADDED 13,124 +283 +2.2% 0.00% $94K 2024-04-15 $6.28
2023 Q4 REDUCED 58.6% -15.9% 12,841 -18,187 -58.6% 0.00% $107K 2024-01-30 $7.68
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About WEALTH ENHANCEMENT ADVISORY SERVICES, 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 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported owning UA?

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported UA across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported UA position in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio?

The largest reported portfolio weight for UA was 0.00% in 2025 Q2.

What is the latest reported UA position on this page?

The most recent filing on this page is 2026 Q1, when WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported 21,448 shares, equal to 0.00% of portfolio, with an estimated market value of $118K.

What does the chart on this UA ownership page compare?

The chart compares WEALTH ENHANCEMENT ADVISORY SERVICES, 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.

How well did WEALTH ENHANCEMENT ADVISORY SERVICES, LLC time their UA position?

Based on 13F filing dates vs. subsequent UA price moves, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC correctly timed 7 out of 9 reported position changes (78%). The annualised alpha on UA relative to SPY over the holding period was -21.3%.

← Back to WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Holdings