AAP
UWMC icon

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
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
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

Arax Advisory Partners's UWMC Position: Q1 2026 in Review

Arax Advisory Partners reduced its UWM Holdings (UWMC) stake by 47% in Q1 2026, selling an estimated $73.6K and leaving 18,208 shares worth $65.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1568.

Arax Advisory Partners first reported a position in UWMC in Q2 2024 and has held it in 7 quarters since. The position peaked at $242K in Q3 2025. 283 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

  • Arax Advisory Partners held 18,208 shares of UWM Holdings worth $65.8K as of Q1 2026.
  • Arax Advisory Partners sold 15,996 UWM Holdings shares in Q1 2026, an estimated $73.6K.
  • UWM Holdings made up ﹤0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #1568 holding.
  • Arax Advisory Partners first reported a position in UWM Holdings in Q2 2024 and has held it in 7 quarters since.
  • Arax Advisory Partners's UWM Holdings position peaked at $242K in Q3 2025.
  • 283 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.