Carson Wealth (CWM LLC)
UWMC icon

Carson Wealth (CWM LLC)’s UWM Holdings UWMC Stock Holding History

Carson Wealth (CWM 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 		$710K Sell
196,032
-27,722
-12% -$128K ﹤0.01% 1779
2025
Q4 		$980K Buy
223,754
+144,284
+182% +$776K ﹤0.01% 1507
2025
Q3 		$484K Buy
79,470
+19,031
+31% +$99.8K ﹤0.01% 1826
2025
Q2 		$250K Sell
60,439
-55,325
-48% -$243K ﹤0.01% 1988
2025
Q1 		$632K Buy
115,764
+103,770
+865% +$630K ﹤0.01% 1363
2024
Q4 		$70K Sell
11,994
-2,249
-16% -$14.6K ﹤0.01% 2539
2024
Q3 		$121K Buy
14,243
+7,772
+120% +$65.5K ﹤0.01% 2084
2024
Q2 		$45K Buy
6,471
+3,177
+96% +$21.8K ﹤0.01% 2551
2024
Q1 		$24K Buy
3,294
+2,661
+420% +$18K ﹤0.01% 2788
2023
Q4 		$5K Sell
633
-500
-44% -$2.82K ﹤0.01% 3554
2023
Q3 		$5K Hold
1,133
– – ﹤0.01% 3505
2023
Q2 		$6K Sell
1,133
-46
-4% -$248 ﹤0.01% 3391
2023
Q1 		$6K Hold
1,179
– – ﹤0.01% 3244
2022
Q4 		$4K Sell
1,179
-1,773
-60% -$6.64K ﹤0.01% 3341
2022
Q3 		$9K Sell
2,952
-200
-6% -$736 ﹤0.01% 2773
2022
Q2 		$11K Buy
3,152
+2,652
+530% +$10.2K ﹤0.01% 2538
2022
Q1 		$2K Sell
500
-26
-5% -$125 ﹤0.01% 3245
2021
Q4 		$3K Buy
+526
New +$3.55K ﹤0.01% 3045
2021
Q2 		$4K Hold
500
– – ﹤0.01% 2475
2021
Q1 		$4K Hold
500
– – ﹤0.01% 2475
2020
Q4 		$4K Hold
500
– – ﹤0.01% 2474
2020
Q3 		$4K Hold
500
– – ﹤0.01% 2474
2020
Q2 		$4K Hold
500
– – ﹤0.01% 2474
2020
Q1 		$4K Buy
+500
New +$4.65K ﹤0.01% 2474

Other funds holding UWMC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FGP
Freestone Grove Partners San Francisco, California $15.6B AUM 27.39% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
KSCM
King Street Capital Management New York $190M AUM 16.01% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 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 $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Carson Wealth (CWM LLC)'s UWMC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its UWM Holdings (UWMC) stake by 12% in Q1 2026, selling an estimated $128K and leaving 196,032 shares worth $710K. The position accounts for ﹤0.01% of the portfolio, ranked #1779.

Carson Wealth (CWM LLC) first reported a position in UWMC in Q1 2020 and has held it in 24 quarters since. The position peaked at $980K in Q4 2025. 285 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 196,032 shares of UWM Holdings worth $710K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 27,722 UWM Holdings shares in Q1 2026, an estimated $128K.
  • UWM Holdings made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1779 holding.
  • Carson Wealth (CWM LLC) first reported a position in UWM Holdings in Q1 2020 and has held it in 24 quarters since.
  • Carson Wealth (CWM LLC)'s UWM Holdings position peaked at $980K in Q4 2025.
  • 285 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.