Clearstead Advisors’s UWM Holdings UWMC Stock Holding History

Clearstead 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 Q1	–	Sell	-196	Closed	-$859	–	2831
2025 Q4	$859	Sell	196 -535	-73%	-$2.88K	﹤0.01%	2242
2025 Q3	$4.45K	Sell	731 -856	-54%	-$4.49K	﹤0.01%	2199
2025 Q2	$6.57K	Buy	1,587 +410	+35%	+$1.8K	﹤0.01%	2029
2025 Q1	$6.43K	Buy	1,177 +1,035	+729%	+$6.29K	﹤0.01%	1704
2024 Q4	$833	Buy	142 +2	+1%	+$13	﹤0.01%	1942
2024 Q3	$1.19K	Buy	140 +2	+1%	+$17	﹤0.01%	1898
2024 Q2	$957	Hold	138	–	–	﹤0.01%	1898
2024 Q1	$960	Buy	138 +4	+3%	+$27	﹤0.01%	1406
2023 Q4	$958	Sell	134 -128	-49%	-$723	﹤0.01%	1404
2023 Q3	$1.27K	Buy	262 +133	+103%	+$766	﹤0.01%	1443
2023 Q2	$722	Buy	129 +3	+2%	+$16	﹤0.01%	1279
2023 Q1	$621	Buy	126 +3	+2%	+$13	﹤0.01%	1281
2022 Q4	$407	Buy	123 +4	+3%	+$15	﹤0.01%	1242
2022 Q3	$0	Buy	119 +3	+3%	+$11	﹤0.01%	1366
2022 Q2	$0	Buy	116 +3	+3%	+$11	﹤0.01%	1460
2022 Q1	$1K	Buy	113 +1	+0.9%	+$5	﹤0.01%	1332
2021 Q4	$1K	Buy	112 +2	+2%	+$13	﹤0.01%	1225
2021 Q3	$1K	Hold	110	–	–	﹤0.01%	1252
2021 Q2	$1K	Buy	+110	New	+$921	﹤0.01%	1209

Other funds holding UWMC

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Freestone Grove Partners San Francisco, California $13.8B AUM 24.58% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B 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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return