Bogart Wealth LLC’s UWM Holdings UWMC Stock Holding History

Bogart Wealth LLC’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	$3.64K	Buy	1,590 +1,472	+1,247%	+$4.57K	﹤0.01%	1298
2026 Q1	$427	Hold	118	–	–	﹤0.01%	1636
2025 Q4	$517	Hold	118	–	–	﹤0.01%	1463
2025 Q3	$719	Buy	+118	New	+$619	﹤0.01%	1336

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

Bogart Wealth LLC's UWMC Position: Q2 2026 in Review

Bogart Wealth LLC increased its UWM Holdings (UWMC) stake by 1,247% in Q2 2026, buying an estimated $4.57K and bringing the position to 1,590 shares worth $3.64K. The position accounts for ﹤0.01% of the portfolio, ranked #1298.

Bogart Wealth LLC first reported a position in UWMC in Q3 2025 and has held it in 4 quarters since. 293 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

Bogart Wealth LLC held 1,590 shares of UWM Holdings worth $3.64K as of Q2 2026.
Bogart Wealth LLC bought 1,472 UWM Holdings shares in Q2 2026, an estimated $4.57K.
UWM Holdings made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1298 holding.
Bogart Wealth LLC first reported a position in UWM Holdings in Q3 2025 and has held it in 4 quarters since.
293 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.