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Allworth Financial’s UWM Holdings UWMC Stock Holding History

Allworth Financial’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 		$21K Sell
5,800
-965
-14% -$4.44K ﹤0.01% 2961
2025
Q4 		$29.6K Buy
6,765
+2,602
+63% +$14K ﹤0.01% 2549
2025
Q3 		$25.4K Buy
4,163
+4,091
+5,682% +$21.4K ﹤0.01% 2553
2025
Q2 		$298 Sell
72
-277
-79% -$1.22K ﹤0.01% 4252
2025
Q1 		$1.58K Buy
349
+267
+326% +$1.62K ﹤0.01% 3298
2024
Q4 		$505 Sell
82
-1,233
-94% -$8.02K ﹤0.01% 3597
2024
Q3 		$11.2K Buy
1,315
+596
+83% +$5.02K ﹤0.01% 2209
2024
Q2 		$5.67K Sell
719
-1,599
-69% -$11K ﹤0.01% 2469
2024
Q1 		$16.8K Sell
2,318
-249
-10% -$1.68K ﹤0.01% 1866
2023
Q4 		$18.4K Buy
2,567
+252
+11% +$1.42K ﹤0.01% 1699
2023
Q3 		$11.2K Buy
2,315
+1
+0% +$6 ﹤0.01% 1799
2023
Q2 		$13K Buy
2,314
+2
+0.1% +$11 ﹤0.01% 1775
2023
Q1 		$11.4K Buy
2,312
+25
+1% +$110 ﹤0.01% 1750
2022
Q4 		$7.57K Buy
2,287
+656
+40% +$2.46K ﹤0.01% 1772
2022
Q3 		$5K Sell
1,631
-619
-28% -$2.28K ﹤0.01% 1904
2022
Q2 		$8K Sell
2,250
-44
-2% -$169 ﹤0.01% 1650
2022
Q1 		$10K Buy
2,294
+47
+2% +$227 ﹤0.01% 1497
2021
Q4 		$13K Buy
2,247
+76
+4% +$513 ﹤0.01% 1300
2021
Q3 		$15K Sell
2,171
-100
-4% -$745 ﹤0.01% 1129
2021
Q2 		$19K Hold
2,271
– – ﹤0.01% 877
2021
Q1 		$18K Buy
2,271
+1,721
+313% +$16.7K ﹤0.01% 827
2020
Q4 		$7K Buy
+550
New +$5.75K ﹤0.01% 926

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

Allworth Financial's UWMC Position: Q1 2026 in Review

Allworth Financial reduced its UWM Holdings (UWMC) stake by 14% in Q1 2026, selling an estimated $4.44K and leaving 5,800 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #2961.

Allworth Financial first reported a position in UWMC in Q4 2020 and has held it in 22 quarters since. The position peaked at $29.6K in Q4 2025. 283 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

  • Allworth Financial held 5,800 shares of UWM Holdings worth $21K as of Q1 2026.
  • Allworth Financial sold 965 UWM Holdings shares in Q1 2026, an estimated $4.44K.
  • UWM Holdings made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #2961 holding.
  • Allworth Financial first reported a position in UWM Holdings in Q4 2020 and has held it in 22 quarters since.
  • Allworth Financial's UWM Holdings position peaked at $29.6K in Q4 2025.
  • 283 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.