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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
Q2 		$1.4K Buy
+609
New +$1.89K ﹤0.01% 2597
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 Buy
134
+3
+2% +$17 ﹤0.01% 1404
2023
Q3 		$637 Buy
131
+2
+2% +$12 ﹤0.01% 1400
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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Clearstead Advisors's UWMC Position: Q2 2026 in Review

Clearstead Advisors opened a new position in UWM Holdings (UWMC) in Q2 2026: 609 shares worth $1.4K. The stake represents ﹤0.01% of the portfolio and ranks #2597 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in UWMC as recently as Q4 2025.

Clearstead Advisors first reported a position in UWMC in Q2 2021 and has held it in 20 quarters since. The position peaked at $6.57K in Q2 2025. 292 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • Clearstead Advisors held 609 shares of UWM Holdings worth $1.4K as of Q2 2026.
  • UWM Holdings was a new Clearstead Advisors position in Q2 2026.
  • UWM Holdings made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2597 holding.
  • Clearstead Advisors first reported a position in UWM Holdings in Q2 2021 and has held it in 20 quarters since.
  • Clearstead Advisors's UWM Holdings position peaked at $6.57K in Q2 2025.
  • 292 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.