Advisory Services Network’s UWM Holdings UWMC Stock Holding History

Advisory Services Network’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	–	Sell	-6,230	Closed	-$22.6K	–	4515
2026 Q1	$22.6K	Buy	+6,230	New	+$28.7K	﹤0.01%	3128
2025 Q4	–	Sell	-6,178	Closed	-$37.6K	–	4138
2025 Q3	$37.6K	Buy	+6,178	New	+$32.4K	﹤0.01%	2609
2024 Q4	–	Sell	-10,972	Closed	-$76K	–	1727
2024 Q3	$76K	Hold	10,972	–	–	﹤0.01%	1482
2024 Q2	$76K	Buy	+10,972	New	+$75.4K	﹤0.01%	1482
2024 Q1	–	Sell	-300	Closed	-$2.15K	–	3570
2023 Q4	$2.15K	Buy	+300	New	+$1.69K	﹤0.01%	3377
2023 Q3	–	Sell	-64,295	Closed	-$360K	–	1545
2023 Q2	$360K	Buy	64,295 +2,867	+5%	+$15.4K	0.01%	1054
2023 Q1	$302K	Buy	61,428 +61,193	+26,040%	+$268K	0.01%	1135
2022 Q4	$778	Buy	+235	New	+$881	﹤0.01%	3645
2021 Q2	–	Sell	-66,846	Closed	-$530K	–	3649
2021 Q1	$530K	Buy	+66,846	New	+$648K	0.02%	816

Other funds holding UWMC

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Advisory Services Network's UWMC Position: Q2 2026 in Review

Advisory Services Network sold out of UWM Holdings (UWMC) in Q2 2026, closing a stake of 6,230 shares — an estimated $22.6K sold.

Advisory Services Network first reported a position in UWMC in Q1 2021 and held it in 9 quarters. The position peaked at $530K in Q1 2021. 292 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

Advisory Services Network reported no remaining UWM Holdings position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 6,230 UWM Holdings shares in Q2 2026, an estimated $22.6K.
Advisory Services Network first reported a position in UWM Holdings in Q1 2021 and held it in 9 quarters.
Advisory Services Network's UWM Holdings position peaked at $530K in Q1 2021.
292 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.