DDFG Inc’s UWM Holdings UWMC Stock Holding History

DDFG Inc’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	$49K	Buy	21,401 +540	+3%	+$1.68K	0.01%	90
2026 Q1	$75.5K	Buy	20,861 +438	+2%	+$2.02K	0.02%	85
2025 Q4	$89.5K	Buy	20,423 +371	+2%	+$2K	0.02%	87
2025 Q3	$122K	Buy	20,052 +461	+2%	+$2.42K	0.03%	83
2025 Q2	$81.1K	Buy	19,591 +422	+2%	+$1.85K	0.02%	80
2025 Q1	$105K	Buy	19,169 +333	+2%	+$2.02K	0.03%	75
2024 Q4	$111K	Buy	18,836 +250	+1%	+$1.63K	0.03%	78
2024 Q3	$158K	Buy	18,586 +263	+1%	+$2.22K	0.05%	80
2024 Q2	$127K	Buy	18,323 +277	+2%	+$1.9K	0.04%	77
2024 Q1	$131K	Buy	18,046 +265	+1%	+$1.79K	0.04%	74
2023 Q4	$127K	Buy	17,781 +349	+2%	+$1.97K	0.04%	72
2023 Q3	$84.5K	Buy	17,432 +330	+2%	+$1.9K	0.03%	70
2023 Q2	$95.8K	Hold	17,102	–	–	0.04%	72
2023 Q1	$84K	Buy	+17,102	New	+$75K	0.03%	71

Other funds holding UWMC

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

DDFG Inc's UWMC Position: Q2 2026 in Review

DDFG Inc increased its UWM Holdings (UWMC) stake by 2.6% in Q2 2026, buying an estimated $1.68K and bringing the position to 21,401 shares worth $49K. The position accounts for 0.01% of the portfolio, ranked #90.

DDFG Inc first reported a position in UWMC in Q1 2023 and has held it in 14 quarters since. The position peaked at $158K in Q3 2024. 292 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

DDFG Inc held 21,401 shares of UWM Holdings worth $49K as of Q2 2026.
DDFG Inc bought 540 UWM Holdings shares in Q2 2026, an estimated $1.68K.
UWM Holdings made up 0.01% of DDFG Inc's portfolio in Q2 2026, its #90 holding.
DDFG Inc first reported a position in UWM Holdings in Q1 2023 and has held it in 14 quarters since.
DDFG Inc's UWM Holdings position peaked at $158K in Q3 2024.
292 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on DDFG Inc's 13F filing for Q2 2026, filed 28 Jul 2026.