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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
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
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

Bogart Wealth LLC's UWMC Position: Q1 2026 in Review

Bogart Wealth LLC held its UWM Holdings (UWMC) position steady in Q1 2026 at 118 shares worth $427. The position accounts for ﹤0.01% of the portfolio, ranked #1636.

Bogart Wealth LLC first reported a position in UWMC in Q3 2025 and has held it in 3 quarters since. The position peaked at $719 in Q3 2025. 283 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

  • Bogart Wealth LLC held 118 shares of UWM Holdings worth $427 as of Q1 2026.
  • Bogart Wealth LLC left its UWM Holdings share count unchanged in Q1 2026.
  • UWM Holdings made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #1636 holding.
  • Bogart Wealth LLC first reported a position in UWM Holdings in Q3 2025 and has held it in 3 quarters since.
  • Bogart Wealth LLC's UWM Holdings position peaked at $719 in Q3 2025.
  • 283 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.