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Dynasty Wealth Management’s UWM Holdings UWMC Stock Holding History

Dynasty Wealth Management’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 		$176K Buy
76,819
+54,361
+242% +$169K ﹤0.01% 365
2026
Q1 		$81.3K Sell
22,458
-4,798
-18% -$22.1K ﹤0.01% 333
2025
Q4 		$119K Sell
27,256
-23,681
-46% -$127K ﹤0.01% 335
2025
Q3 		$310K Buy
+50,937
New +$267K ﹤0.01% 259

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

Dynasty Wealth Management's UWMC Position: Q2 2026 in Review

Dynasty Wealth Management increased its UWM Holdings (UWMC) stake by 242% in Q2 2026, buying an estimated $169K and bringing the position to 76,819 shares worth $176K. The position accounts for ﹤0.01% of the portfolio, ranked #365.

Dynasty Wealth Management first reported a position in UWMC in Q3 2025 and has held it in 4 quarters since. The position peaked at $310K in Q3 2025. 292 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • Dynasty Wealth Management held 76,819 shares of UWM Holdings worth $176K as of Q2 2026.
  • Dynasty Wealth Management bought 54,361 UWM Holdings shares in Q2 2026, an estimated $169K.
  • UWM Holdings made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #365 holding.
  • Dynasty Wealth Management first reported a position in UWM Holdings in Q3 2025 and has held it in 4 quarters since.
  • Dynasty Wealth Management's UWM Holdings position peaked at $310K in Q3 2025.
  • 292 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.