AWM
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Activest Wealth Management’s UWM Holdings UWMC Stock Holding History

Activest Wealth Management’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
Q1 		– Sell
-571
Closed -$2.63K – 1343
2025
Q4 		$2.5K Buy
+571
New +$3.07K ﹤0.01% 858

Other funds holding UWMC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
FGP
Freestone Grove Partners San Francisco, California $14.2B AUM 24.58% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Activest Wealth Management's UWMC Position: Q1 2026 in Review

Activest Wealth Management sold out of UWM Holdings (UWMC) in Q1 2026, closing a stake of 571 shares — an estimated $2.63K sold.

Activest Wealth Management first reported a position in UWMC in Q4 2025 and held it in 1 quarter. The position peaked at $2.5K in Q4 2025. 283 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

  • Activest Wealth Management reported no remaining UWM Holdings position as of Q1 2026 after selling out during the quarter.
  • Activest Wealth Management sold 571 UWM Holdings shares in Q1 2026, an estimated $2.63K.
  • Activest Wealth Management first reported a position in UWM Holdings in Q4 2025 and held it in 1 quarter.
  • Activest Wealth Management's UWM Holdings position peaked at $2.5K in Q4 2025.
  • 283 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on Activest Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.