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DHJJ Financial Advisors’s UWM Holdings UWMC Stock Holding History

DHJJ Financial 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
Q1 		$4.16K Hold
1,149
– – ﹤0.01% 677
2025
Q4 		$5.03K Hold
1,149
– – ﹤0.01% 629
2025
Q3 		$7K Hold
1,149
– – ﹤0.01% 585
2025
Q2 		$4.76K Hold
1,149
– – ﹤0.01% 611
2025
Q1 		$6.27K Hold
1,149
– – ﹤0.01% 548
2024
Q4 		$6.75K Buy
1,149
+16
+1% +$104 ﹤0.01% 532
2024
Q3 		$9.65K Buy
1,133
+15
+1% +$126 ﹤0.01% 502
2024
Q2 		$7.75K Buy
1,118
+17
+2% +$117 ﹤0.01% 482
2024
Q1 		$7.99K Buy
1,101
+17
+2% +$115 ﹤0.01% 469
2023
Q4 		$7.75K Buy
1,084
+20
+2% +$113 ﹤0.01% 461
2023
Q3 		$5.16K Buy
+1,064
New +$6.13K ﹤0.01% 491

Other funds holding UWMC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
FGP
Freestone Grove Partners San Francisco, California $13.8B 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
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return