EverSource Wealth Advisors’s UWM Holdings UWMC Stock Holding History

EverSource 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	$15.2K	Sell	6,645 -5,519	-45%	-$17.2K	﹤0.01%	2639
2026 Q1	$44K	Buy	12,164 +855	+8%	+$3.94K	﹤0.01%	1998
2025 Q4	$49.5K	Buy	11,309 +6,574	+139%	+$35.4K	﹤0.01%	1754
2025 Q3	$28.8K	Sell	4,735 -1,046	-18%	-$5.48K	﹤0.01%	2092
2025 Q2	$23.9K	Sell	5,781 -1,415	-20%	-$6.22K	﹤0.01%	2162
2025 Q1	$39.3K	Buy	7,196 +5,458	+314%	+$33.2K	﹤0.01%	1360
2024 Q4	$10.2K	Buy	1,738 +1,156	+199%	+$7.52K	﹤0.01%	1981
2024 Q3	$4.96K	Buy	582 +376	+183%	+$3.17K	﹤0.01%	2222
2024 Q2	$1.73K	Buy	206 +117	+131%	+$804	﹤0.01%	2601
2024 Q1	$561	Buy	+89	New	+$601	﹤0.01%	2689
2022 Q1	–	Sell	-169	Closed	-$1K	–	1855
2021 Q4	$1K	Buy	+169	New	+$1.14K	﹤0.01%	1736

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 40.89% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its UWM Holdings (UWMC) stake by 45% in Q2 2026, selling an estimated $17.2K and leaving 6,645 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2639.

EverSource Wealth Advisors first reported a position in UWMC in Q4 2021 and has held it in 11 quarters since. The position peaked at $49.5K in Q4 2025. 292 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

EverSource Wealth Advisors held 6,645 shares of UWM Holdings worth $15.2K as of Q2 2026.
EverSource Wealth Advisors sold 5,519 UWM Holdings shares in Q2 2026, an estimated $17.2K.
UWM Holdings made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2639 holding.
EverSource Wealth Advisors first reported a position in UWM Holdings in Q4 2021 and has held it in 11 quarters since.
EverSource Wealth Advisors's UWM Holdings position peaked at $49.5K in Q4 2025.
292 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

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