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 Q3	$60.6K	Hold	51,332	–	–	﹤0.01%	1306
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

Pacific Capital Wealth Advisors Corona, California $698M AUM 9.63% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Mission Financial Group Las Vegas, Nevada $127M AUM

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

CoreCap Advisors's UWMC Position: Q3 2026 in Review

CoreCap Advisors held its UWM Holdings (UWMC) position steady in Q3 2026 at 51,332 shares worth $60.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1306.

CoreCap Advisors first reported a position in UWMC in Q4 2021 and has held it in 14 quarters since. The position peaked at $118K in Q2 2026. 37 funds tracked by Wall St. Rank hold UWMC as of Q3 2026.

CoreCap Advisors held 51,332 shares of UWM Holdings worth $60.6K as of Q3 2026.
CoreCap Advisors left its UWM Holdings share count unchanged in Q3 2026.
UWM Holdings made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1306 holding.
CoreCap Advisors first reported a position in UWM Holdings in Q4 2021 and has held it in 14 quarters since.
CoreCap Advisors's UWM Holdings position peaked at $118K in Q2 2026.
37 funds tracked by Wall St. Rank held UWM Holdings as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.