Capital Advisors Ltd’s UWM Holdings UWMC Stock Holding History

Capital Advisors Ltd’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	–	Sell	-1,668	Closed	-$6K	–	1588
2026 Q1	$6K	Buy	+1,668	New	+$7.68K	﹤0.01%	937
2023 Q4	–	Sell	-18	Closed	–	–	1500
2023 Q3	$0	Sell	18 -52	-74%	-$300	﹤0.01%	1491
2023 Q2	$0	Hold	70	–	–	﹤0.01%	1551
2023 Q1	$0	Buy	+70	New	+$307	﹤0.01%	1565
2022 Q3	–	Sell	-954	Closed	-$3K	–	1543
2022 Q2	$3K	Buy	954 +647	+211%	+$2.48K	﹤0.01%	637
2022 Q1	$1K	Buy	307 +298	+3,311%	+$1.44K	﹤0.01%	823
2021 Q4	$0	Buy	+9	New	+$61	﹤0.01%	945

Other funds holding UWMC

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

PCWA

Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

FIA

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

TMWM

Taylor & Morgan Wealth Management Flint, Michigan $203M AUM 24.74% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Capital Advisors Ltd's UWMC Position: Q2 2026 in Review

Capital Advisors Ltd sold out of UWM Holdings (UWMC) in Q2 2026, closing a stake of 1,668 shares — an estimated $6K sold.

Capital Advisors Ltd first reported a position in UWMC in Q4 2021 and held it in 7 quarters. The position peaked at $6K in Q1 2026. 22 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

Capital Advisors Ltd reported no remaining UWM Holdings position as of Q2 2026 after selling out during the quarter.
Capital Advisors Ltd sold 1,668 UWM Holdings shares in Q2 2026, an estimated $6K.
Capital Advisors Ltd first reported a position in UWM Holdings in Q4 2021 and held it in 7 quarters.
Capital Advisors Ltd's UWM Holdings position peaked at $6K in Q1 2026.
22 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.