Cedar Mountain Advisors’s UWM Holdings UWMC Stock Holding History

Cedar Mountain 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	$3.04K	Buy	1,325 +13	+1%	+$40	﹤0.01%	805
2026 Q1	$4.75K	Buy	1,312 +816	+165%	+$3.75K	﹤0.01%	673
2025 Q4	$2.17K	Buy	496 +9	+2%	+$48	﹤0.01%	389
2025 Q3	$2.97K	Buy	487 +12	+3%	+$63	﹤0.01%	382
2025 Q2	$1.97K	Buy	475 +10	+2%	+$44	﹤0.01%	304
2025 Q1	$2.54K	Buy	465 +9	+2%	+$55	﹤0.01%	280
2024 Q4	$2.68K	Buy	456 +6	+1%	+$39	﹤0.01%	298
2024 Q3	$3.83K	Hold	450	–	–	﹤0.01%	263
2024 Q2	$3.12K	Hold	450	–	–	﹤0.01%	256
2024 Q1	$3.27K	Hold	450	–	–	﹤0.01%	251
2023 Q4	$3.22K	Hold	450	–	–	﹤0.01%	241
2023 Q3	$2.18K	Hold	450	–	–	﹤0.01%	252
2023 Q2	$2.52K	Hold	450	–	–	﹤0.01%	237
2023 Q1	$2.21K	Hold	450	–	–	﹤0.01%	242
2022 Q4	$1.49K	Hold	450	–	–	﹤0.01%	261
2022 Q3	$1K	Hold	450	–	–	﹤0.01%	286
2022 Q2	$2K	Hold	450	–	–	﹤0.01%	267
2022 Q1	$2K	Hold	450	–	–	﹤0.01%	278
2021 Q4	$3K	Hold	450	–	–	﹤0.01%	266
2021 Q3	$3K	Hold	450	–	–	﹤0.01%	257
2021 Q2	$4K	Hold	450	–	–	﹤0.01%	228
2021 Q1	$4K	Buy	+450	New	+$4.37K	﹤0.01%	234

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

Cedar Mountain Advisors's UWMC Position: Q2 2026 in Review

Cedar Mountain Advisors increased its UWM Holdings (UWMC) stake by 0.99% in Q2 2026, buying an estimated $40 and bringing the position to 1,325 shares worth $3.04K. The position accounts for ﹤0.01% of the portfolio, ranked #805.

Cedar Mountain Advisors first reported a position in UWMC in Q1 2021 and has held it in 22 quarters since. The position peaked at $4.75K in Q1 2026. 22 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

Cedar Mountain Advisors held 1,325 shares of UWM Holdings worth $3.04K as of Q2 2026.
Cedar Mountain Advisors bought 13 UWM Holdings shares in Q2 2026, an estimated $40.
UWM Holdings made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #805 holding.
Cedar Mountain Advisors first reported a position in UWM Holdings in Q1 2021 and has held it in 22 quarters since.
Cedar Mountain Advisors's UWM Holdings position peaked at $4.75K in Q1 2026.
22 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.