Commonwealth Equity Services
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Commonwealth Equity Services’s UWM Holdings UWMC Stock Holding History

Commonwealth Equity Services’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
-13,818
Closed -$60.5K – 4465
2025
Q4 		$60.5K Sell
13,818
-3,548
-20% -$19.1K ﹤0.01% 4169
2025
Q3 		$106K Sell
17,366
-4,139
-19% -$21.7K ﹤0.01% 4082
2025
Q2 		$89K Sell
21,505
-13
-0.1% -$57 ﹤0.01% 4084
2025
Q1 		$117K Buy
21,518
+483
+2% +$2.93K ﹤0.01% 3970
2024
Q4 		$123K Sell
21,035
-5,918
-22% -$38.5K ﹤0.01% 3869
2024
Q3 		$230K Buy
26,953
+7,184
+36% +$60.6K ﹤0.01% 3578
2024
Q2 		$137K Sell
19,769
-3,591
-15% -$24.7K ﹤0.01% 3753
2024
Q1 		$170K Sell
23,360
-24,873
-52% -$168K ﹤0.01% 3680
2023
Q4 		$345K Buy
48,233
+6,554
+16% +$37K ﹤0.01% 3051
2023
Q3 		$202K Buy
41,679
+85
+0.2% +$490 ﹤0.01% 3374
2023
Q2 		$233K Sell
41,594
-61,665
-60% -$332K ﹤0.01% 3260
2023
Q1 		$507 Buy
103,259
+68,437
+197% +$300K ﹤0.01% 2543
2022
Q4 		$115K Sell
34,822
-6,182
-15% -$23.2K ﹤0.01% 3389
2022
Q3 		$120K Sell
41,004
-3,950
-9% -$14.5K ﹤0.01% 3331
2022
Q2 		$159K Buy
44,954
+427
+1% +$1.64K ﹤0.01% 3273
2022
Q1 		$201K Buy
44,527
+27,864
+167% +$134K ﹤0.01% 3334
2021
Q4 		$98K Sell
16,663
-10,902
-40% -$73.6K ﹤0.01% 3459
2021
Q3 		$191K Buy
27,565
+3,022
+12% +$22.5K ﹤0.01% 3291
2021
Q2 		$207K Buy
24,543
+13,911
+131% +$116K ﹤0.01% 3242
2021
Q1 		$84K Buy
+10,632
New +$103K ﹤0.01% 3294

Other funds holding UWMC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
FGP
Freestone Grove Partners San Francisco, California $14.2B AUM 24.58% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B 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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Commonwealth Equity Services's UWMC Position: Q1 2026 in Review

Commonwealth Equity Services sold out of UWM Holdings (UWMC) in Q1 2026, closing a stake of 13,818 shares — an estimated $60.5K sold.

Commonwealth Equity Services first reported a position in UWMC in Q1 2021 and held it in 20 quarters. The position peaked at $345K in Q4 2023. 283 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

  • Commonwealth Equity Services reported no remaining UWM Holdings position as of Q1 2026 after selling out during the quarter.
  • Commonwealth Equity Services sold 13,818 UWM Holdings shares in Q1 2026, an estimated $60.5K.
  • Commonwealth Equity Services first reported a position in UWM Holdings in Q1 2021 and held it in 20 quarters.
  • Commonwealth Equity Services's UWM Holdings position peaked at $345K in Q4 2023.
  • 283 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.