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 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 $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

FGP

Freestone Grove Partners San Francisco, California $14.2B AUM 24.58% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

KSCM

King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

DDFG Inc's UWMC Position: Q1 2026 in Review

DDFG Inc increased its UWM Holdings (UWMC) stake by 2.1% in Q1 2026, buying an estimated $2.02K and bringing the position to 20,861 shares worth $75.5K. The position accounts for 0.02% of the portfolio, ranked #85.

DDFG Inc first reported a position in UWMC in Q1 2023 and has held it in 13 quarters since. The position peaked at $158K in Q3 2024. 283 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

DDFG Inc held 20,861 shares of UWM Holdings worth $75.5K as of Q1 2026.
DDFG Inc bought 438 UWM Holdings shares in Q1 2026, an estimated $2.02K.
UWM Holdings made up 0.02% of DDFG Inc's portfolio in Q1 2026, its #85 holding.
DDFG Inc first reported a position in UWM Holdings in Q1 2023 and has held it in 13 quarters since.
DDFG Inc's UWM Holdings position peaked at $158K in Q3 2024.
283 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on DDFG Inc's 13F filing for Q1 2026, filed 22 Apr 2026.