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 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 $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

FGP

Freestone Grove Partners San Francisco, California $14.2B 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 New York $124B AUM 33.93% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EverSource Wealth Advisors's UWMC Position: Q1 2026 in Review

EverSource Wealth Advisors increased its UWM Holdings (UWMC) stake by 7.6% in Q1 2026, buying an estimated $3.94K and bringing the position to 12,164 shares worth $44K. The position accounts for ﹤0.01% of the portfolio, ranked #1998.

EverSource Wealth Advisors first reported a position in UWMC in Q4 2021 and has held it in 10 quarters since. The position peaked at $49.5K in Q4 2025. 283 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

EverSource Wealth Advisors held 12,164 shares of UWM Holdings worth $44K as of Q1 2026.
EverSource Wealth Advisors bought 855 UWM Holdings shares in Q1 2026, an estimated $3.94K.
UWM Holdings made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1998 holding.
EverSource Wealth Advisors first reported a position in UWM Holdings in Q4 2021 and has held it in 10 quarters since.
EverSource Wealth Advisors's UWM Holdings position peaked at $49.5K in Q4 2025.
283 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.