Delos Wealth Advisors’s UWM Holdings UWMC Stock Holding History

Delos Wealth 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 Q2	$23	Hold	10	–	–	﹤0.01%	301
2026 Q1	$37	Hold	10	–	–	﹤0.01%	254
2025 Q4	$44	Hold	10	–	–	﹤0.01%	258
2025 Q3	$61	Hold	10	–	–	﹤0.01%	284
2025 Q2	$42	Buy	+10	New	+$44	﹤0.01%	261
2025 Q1	–	Sell	-10	Closed	-$59	–	181
2024 Q4	$59	Hold	10	–	–	﹤0.01%	198
2024 Q3	$86	Hold	10	–	–	﹤0.01%	185
2024 Q2	$70	Buy	+10	New	+$69	﹤0.01%	343

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 40.91% 1-Year Est. Return

Delos Wealth Advisors's UWMC Position: Q2 2026 in Review

Delos Wealth Advisors held its UWM Holdings (UWMC) position steady in Q2 2026 at 10 shares worth $23. The position accounts for ﹤0.01% of the portfolio, ranked #301.

Delos Wealth Advisors first reported a position in UWMC in Q2 2024 and has held it in 8 quarters since. The position peaked at $86 in Q3 2024. 291 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

Delos Wealth Advisors held 10 shares of UWM Holdings worth $23 as of Q2 2026.
Delos Wealth Advisors left its UWM Holdings share count unchanged in Q2 2026.
UWM Holdings made up ﹤0.01% of Delos Wealth Advisors's portfolio in Q2 2026, its #301 holding.
Delos Wealth Advisors first reported a position in UWM Holdings in Q2 2024 and has held it in 8 quarters since.
Delos Wealth Advisors's UWM Holdings position peaked at $86 in Q3 2024.
291 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Delos Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.