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180 Wealth Advisors’s UWM Holdings UWMC Stock Holding History

180 Wealth Advisors’s Portfolio UWMC Stock Details UWMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.1M Buy
482,521
+184,694
+62% +$574K 0.11% 189
2026
Q1 		$1.08M Buy
297,827
+138,754
+87% +$639K 0.12% 183
2025
Q4 		$697K Buy
159,073
+45,829
+40% +$247K 0.08% 228
2025
Q3 		$690K Buy
113,244
+5,422
+5% +$28.4K 0.08% 222
2025
Q2 		$446K Buy
107,822
+40,314
+60% +$177K 0.06% 261
2025
Q1 		$369K Buy
67,508
+5,724
+9% +$34.8K 0.06% 276
2024
Q4 		$363K Buy
61,784
+15,878
+35% +$103K 0.06% 286
2024
Q3 		$391K Sell
45,906
-1,195
-3% -$10.1K 0.06% 274
2024
Q2 		$351K Sell
47,101
-2,233
-5% -$15.3K 0.06% 290
2024
Q1 		$358K Sell
49,334
-787
-2% -$5.31K 0.06% 260
2023
Q4 		$352K Buy
50,121
+3,606
+8% +$20.4K 0.07% 251
2023
Q3 		$226K Buy
46,515
+2,732
+6% +$15.7K 0.05% 308
2023
Q2 		$239K Sell
43,783
-403
-0.9% -$2.17K 0.05% 297
2023
Q1 		$217K Buy
44,186
+2,016
+5% +$8.84K 0.05% 324
2022
Q4 		$188K Buy
42,170
+7,717
+22% +$28.9K 0.04% 338
2022
Q3 		$101K Buy
34,453
+4,678
+16% +$17.2K 0.03% 340
2022
Q2 		$111K Buy
29,775
+8,295
+39% +$31.8K 0.03% 349
2022
Q1 		$85K Buy
+21,480
New +$104K 0.02% 368

Other funds holding UWMC

PCWA
Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
TMWM
Taylor & Morgan Wealth Management Flint, Michigan $203M AUM 24.74% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

180 Wealth Advisors's UWMC Position: Q2 2026 in Review

180 Wealth Advisors increased its UWM Holdings (UWMC) stake by 62% in Q2 2026, buying an estimated $574K and bringing the position to 482,521 shares worth $1.1M. The position accounts for 0.11% of the portfolio, ranked #189.

180 Wealth Advisors first reported a position in UWMC in Q1 2022 and has held it in 18 quarters since. 22 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • 180 Wealth Advisors held 482,521 shares of UWM Holdings worth $1.1M as of Q2 2026.
  • 180 Wealth Advisors bought 184,694 UWM Holdings shares in Q2 2026, an estimated $574K.
  • UWM Holdings made up 0.11% of 180 Wealth Advisors's portfolio in Q2 2026, its #189 holding.
  • 180 Wealth Advisors first reported a position in UWM Holdings in Q1 2022 and has held it in 18 quarters since.
  • 22 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.