Continuum Advisory’s UWM Holdings UWMC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$270 Buy
+118
New +$367 ﹤0.01% 1944
2025
Q2
Sell
-118
Closed -$644 1521
2025
Q1
$644 Hold
118
﹤0.01% 1560
2024
Q4
$693 Hold
118
﹤0.01% 1681
2024
Q3
$677 Hold
118
﹤0.01% 1719
2024
Q2
$818 Hold
118
﹤0.01% 1508
2024
Q1
$886 Buy
+118
New +$796 ﹤0.01% 1492

Other funds holding UWMC

Continuum Advisory's UWMC Position: Q2 2026 in Review

Continuum Advisory opened a new position in UWM Holdings (UWMC) in Q2 2026: 118 shares worth $270. The stake represents ﹤0.01% of the portfolio and ranks #1944 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in UWMC as recently as Q1 2025.

Continuum Advisory first reported a position in UWMC in Q1 2024 and has held it in 6 quarters since. The position peaked at $886 in Q1 2024. 292 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • Continuum Advisory held 118 shares of UWM Holdings worth $270 as of Q2 2026.
  • UWM Holdings was a new Continuum Advisory position in Q2 2026.
  • UWM Holdings made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #1944 holding.
  • Continuum Advisory first reported a position in UWM Holdings in Q1 2024 and has held it in 6 quarters since.
  • Continuum Advisory's UWM Holdings position peaked at $886 in Q1 2024.
  • 292 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.