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Elevation Wealth Partners’s UWM Holdings UWMC Stock Holding History

Elevation Wealth Partners’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
Q3 		– Sell
-1,355
Closed -$3.1K – 1412
2026
Q2 		$3.1K Buy
1,355
+67
+5% +$208 ﹤0.01% 1119
2026
Q1 		$4.66K Buy
+1,288
New +$5.93K ﹤0.01% 730

Other funds holding UWMC

WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
TMWM
Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Elevation Wealth Partners's UWMC Position: Q3 2026 in Review

Elevation Wealth Partners sold out of UWM Holdings (UWMC) in Q3 2026, closing a stake of 1,355 shares — an estimated $3.1K sold.

Elevation Wealth Partners first reported a position in UWMC in Q1 2026 and held it in 2 quarters. The position peaked at $4.66K in Q1 2026. 6 funds tracked by Wall St. Rank hold UWMC as of Q3 2026.

  • Elevation Wealth Partners reported no remaining UWM Holdings position as of Q3 2026 after selling out during the quarter.
  • Elevation Wealth Partners sold 1,355 UWM Holdings shares in Q3 2026, an estimated $3.1K.
  • Elevation Wealth Partners first reported a position in UWM Holdings in Q1 2026 and held it in 2 quarters.
  • Elevation Wealth Partners's UWM Holdings position peaked at $4.66K in Q1 2026.
  • 6 funds tracked by Wall St. Rank held UWM Holdings as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.