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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
Q2 		$2.63K Hold
1,149
– – ﹤0.01% 721
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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

DHJJ Financial Advisors's UWMC Position: Q2 2026 in Review

DHJJ Financial Advisors held its UWM Holdings (UWMC) position steady in Q2 2026 at 1,149 shares worth $2.63K. The position accounts for ﹤0.01% of the portfolio, ranked #721.

DHJJ Financial Advisors first reported a position in UWMC in Q3 2023 and has held it in 12 quarters since. The position peaked at $9.65K in Q3 2024. 293 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • DHJJ Financial Advisors held 1,149 shares of UWM Holdings worth $2.63K as of Q2 2026.
  • DHJJ Financial Advisors left its UWM Holdings share count unchanged in Q2 2026.
  • UWM Holdings made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #721 holding.
  • DHJJ Financial Advisors first reported a position in UWM Holdings in Q3 2023 and has held it in 12 quarters since.
  • DHJJ Financial Advisors's UWM Holdings position peaked at $9.65K in Q3 2024.
  • 293 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.