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 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 $1.9T AUM 41.92% 1-Year Est. Return

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 New York $124B AUM 33.93% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Advisory Services Network's UWMC Position: Q1 2026 in Review

Advisory Services Network opened a new position in UWM Holdings (UWMC) in Q1 2026: 6,230 shares worth $22.6K. The stake represents ﹤0.01% of the portfolio and ranks #3128 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in UWMC as recently as Q3 2025.

Advisory Services Network first reported a position in UWMC in Q1 2021 and has held it in 9 quarters since. The position peaked at $530K in Q1 2021. 283 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

Advisory Services Network held 6,230 shares of UWM Holdings worth $22.6K as of Q1 2026.
UWM Holdings was a new Advisory Services Network position in Q1 2026.
UWM Holdings made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #3128 holding.
Advisory Services Network first reported a position in UWM Holdings in Q1 2021 and has held it in 9 quarters since.
Advisory Services Network's UWM Holdings position peaked at $530K in Q1 2021.
283 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.