CoreCap Advisors’s UWM Holdings UWMC Stock Holding History

CoreCap 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	$118K	Buy	51,332 +49,322	+2,454%	+$153K	﹤0.01%	1046
2026 Q1	$7.28K	Hold	2,010	–	–	﹤0.01%	2068
2025 Q4	$8.8K	Sell	2,010 -1,500	-43%	-$8.07K	﹤0.01%	2011
2025 Q3	$21.4K	Buy	3,510 +1,500	+75%	+$7.86K	﹤0.01%	1644
2025 Q2	$8.32K	Sell	2,010 -885	-31%	-$3.89K	﹤0.01%	1946
2025 Q1	$15.8K	Buy	2,895 +2,632	+1,001%	+$16K	﹤0.01%	1636
2024 Q4	$1.54K	Sell	263 -3,275	-93%	-$21.3K	﹤0.01%	2291
2024 Q3	$30.1K	Buy	3,538 +3,528	+35,280%	+$29.7K	﹤0.01%	1393
2024 Q2	$69	Hold	10	–	–	﹤0.01%	1550
2024 Q1	$73	Buy	+10	New	+$67	﹤0.01%	2462
2022 Q4	$695	Buy	+210	New	+$787	﹤0.01%	2116
2022 Q3	–	Sell	-210	Closed	-$1K	–	2027
2022 Q2	$1K	Buy	+210	New	+$805	﹤0.01%	2073
2022 Q1	–	Sell	-993	Closed	-$6K	–	2029
2021 Q4	$6K	Buy	+993	New	+$6.7K	﹤0.01%	1722

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

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

TIM

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

CoreCap Advisors's UWMC Position: Q2 2026 in Review

CoreCap Advisors increased its UWM Holdings (UWMC) stake by 2,454% in Q2 2026, buying an estimated $153K and bringing the position to 51,332 shares worth $118K. The position accounts for ﹤0.01% of the portfolio, ranked #1046.

CoreCap Advisors first reported a position in UWMC in Q4 2021 and has held it in 13 quarters since. 22 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

CoreCap Advisors held 51,332 shares of UWM Holdings worth $118K as of Q2 2026.
CoreCap Advisors bought 49,322 UWM Holdings shares in Q2 2026, an estimated $153K.
UWM Holdings made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1046 holding.
CoreCap Advisors first reported a position in UWM Holdings in Q4 2021 and has held it in 13 quarters since.
22 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.