Arax Advisory Partners’s UWM Holdings UWMC Stock Holding History

Arax Advisory Partners’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	$202K	Buy	88,206 +69,998	+384%	+$218K	﹤0.01%	2245
2026 Q1	$65.8K	Sell	18,208 -15,996	-47%	-$73.6K	﹤0.01%	1568
2025 Q4	$150K	Sell	34,204 -5,594	-14%	-$30.1K	﹤0.01%	1158
2025 Q3	$242K	Buy	39,798 +37,498	+1,630%	+$197K	﹤0.01%	1176
2025 Q2	$9.52K	Buy	+2,300	New	+$10.1K	﹤0.01%	1986
2025 Q1	–	Sell	-541	Closed	-$3.18K	–	3051
2024 Q4	$3.18K	Buy	541 +179	+49%	+$1.17K	﹤0.01%	1893
2024 Q3	$3.08K	Hold	362	–	–	﹤0.01%	1908
2024 Q2	$2.51K	Buy	+362	New	+$2.49K	﹤0.01%	1884

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

Arax Advisory Partners's UWMC Position: Q2 2026 in Review

Arax Advisory Partners increased its UWM Holdings (UWMC) stake by 384% in Q2 2026, buying an estimated $218K and bringing the position to 88,206 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #2245.

Arax Advisory Partners first reported a position in UWMC in Q2 2024 and has held it in 8 quarters since. The position peaked at $242K in Q3 2025. 293 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

Arax Advisory Partners held 88,206 shares of UWM Holdings worth $202K as of Q2 2026.
Arax Advisory Partners bought 69,998 UWM Holdings shares in Q2 2026, an estimated $218K.
UWM Holdings made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2245 holding.
Arax Advisory Partners first reported a position in UWM Holdings in Q2 2024 and has held it in 8 quarters since.
Arax Advisory Partners's UWM Holdings position peaked at $242K in Q3 2025.
293 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.