Covestor’s UWM Holdings UWMC Stock Holding History

Covestor’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	$0	Buy	168 +9	+6%	+$14	﹤0.01%	2863
2026 Q2	$0	Buy	159 +109	+218%	+$339	﹤0.01%	2866
2026 Q1	$0	Sell	50 -192	-79%	-$884	﹤0.01%	2803
2025 Q4	$1K	Buy	242 +209	+633%	+$1.12K	﹤0.01%	2189
2025 Q3	$0	Sell	33 -347	-91%	-$1.82K	﹤0.01%	2807
2025 Q2	$2K	Buy	380 +356	+1,483%	+$1.56K	﹤0.01%	1903
2025 Q1	$0	Buy	24 +19	+380%	+$115	﹤0.01%	2760
2024 Q4	$0	Buy	5 +4	+400%	+$26	﹤0.01%	2770
2024 Q3	$0	Buy	+1	New	+$8	﹤0.01%	2808
2023 Q4	–	Sell	-1	Closed	-$6	–	2756
2023 Q3	$0	Sell	1 -8	-89%	-$46	﹤0.01%	2750
2023 Q2	$0	Sell	9 -10	-53%	-$54	﹤0.01%	2689
2023 Q1	$0	Sell	19 -51	-73%	-$224	﹤0.01%	2620
2022 Q4	$0	Buy	70 +67	+2,233%	+$251	﹤0.01%	2639
2022 Q3	$0	Sell	3 -1	-25%	-$4	﹤0.01%	2646
2022 Q2	$0	Hold	4	–	–	﹤0.01%	2394
2022 Q1	$0	Buy	4 +1	+33%	+$5	﹤0.01%	2461
2021 Q4	$0	Buy	+3	New	+$20	﹤0.01%	2314

Other funds holding UWMC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

SEP

Signature Equity Partners Columbus, Ohio $287M AUM 21.26% 1-Year Est. Return

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

180 Wealth Advisors Federal Way, Washington $1.04B AUM 41.44% 1-Year Est. Return

Dymon Asia Capital (Singapore) Singapore $2.21B AUM 109.09% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Carrera Capital Advisors Troy, Michigan $705M AUM 12.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Covestor's UWMC Position: Q3 2026 in Review

Covestor increased its UWM Holdings (UWMC) stake by 5.7% in Q3 2026, buying an estimated $14 and bringing the position to 168 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2863.

Covestor first reported a position in UWMC in Q4 2021 and has held it in 17 quarters since. The position peaked at $2K in Q2 2025. 121 funds tracked by Wall St. Rank hold UWMC as of Q3 2026.

Covestor held 168 shares of UWM Holdings worth $0 as of Q3 2026.
Covestor bought 9 UWM Holdings shares in Q3 2026, an estimated $14.
UWM Holdings made up ﹤0.01% of Covestor's portfolio in Q3 2026, its #2863 holding.
Covestor first reported a position in UWM Holdings in Q4 2021 and has held it in 17 quarters since.
Covestor's UWM Holdings position peaked at $2K in Q2 2025.
121 funds tracked by Wall St. Rank held UWM Holdings as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.