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Beacon Pointe Advisors’s UWM Holdings UWMC Stock Holding History

Beacon Pointe Advisors’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 		$29.5K Sell
12,901
-2,000
-13% -$6.21K ﹤0.01% 1904
2026
Q1 		$53.9K Sell
14,901
-7,957
-35% -$36.6K ﹤0.01% 1805
2025
Q4 		$100K Buy
+22,858
New +$123K ﹤0.01% 1468

Other funds holding UWMC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Beacon Pointe Advisors's UWMC Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its UWM Holdings (UWMC) stake by 13% in Q2 2026, selling an estimated $6.21K and leaving 12,901 shares worth $29.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1904.

Beacon Pointe Advisors first reported a position in UWMC in Q4 2025 and has held it in 3 quarters since. The position peaked at $100K in Q4 2025. 292 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • Beacon Pointe Advisors held 12,901 shares of UWM Holdings worth $29.5K as of Q2 2026.
  • Beacon Pointe Advisors sold 2,000 UWM Holdings shares in Q2 2026, an estimated $6.21K.
  • UWM Holdings made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1904 holding.
  • Beacon Pointe Advisors first reported a position in UWM Holdings in Q4 2025 and has held it in 3 quarters since.
  • Beacon Pointe Advisors's UWM Holdings position peaked at $100K in Q4 2025.
  • 292 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.