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CWA Asset Management Group’s UWM Holdings UWMC Stock Holding History

CWA Asset Management Group’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 		$61.9K Buy
27,016
+686
+3% +$2.13K ﹤0.01% 696
2026
Q1 		$95.3K Buy
+26,330
New +$121K ﹤0.01% 644

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
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
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
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
TMWM
Taylor & Morgan Wealth Management Flint, Michigan $203M AUM 24.74% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

CWA Asset Management Group's UWMC Position: Q2 2026 in Review

CWA Asset Management Group increased its UWM Holdings (UWMC) stake by 2.6% in Q2 2026, buying an estimated $2.13K and bringing the position to 27,016 shares worth $61.9K. The position accounts for ﹤0.01% of the portfolio, ranked #696.

CWA Asset Management Group first reported a position in UWMC in Q1 2026 and has held it in 2 quarters since. The position peaked at $95.3K in Q1 2026. 22 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • CWA Asset Management Group held 27,016 shares of UWM Holdings worth $61.9K as of Q2 2026.
  • CWA Asset Management Group bought 686 UWM Holdings shares in Q2 2026, an estimated $2.13K.
  • UWM Holdings made up ﹤0.01% of CWA Asset Management Group's portfolio in Q2 2026, its #696 holding.
  • CWA Asset Management Group first reported a position in UWM Holdings in Q1 2026 and has held it in 2 quarters since.
  • CWA Asset Management Group's UWM Holdings position peaked at $95.3K in Q1 2026.
  • 22 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.