Evolve Private Wealth’s UWM Holdings UWMC Stock Holding History

Evolve Private Wealth’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	–	Sell	-13,247	Closed	-$48K	–	1224
2026 Q1	$48K	Buy	13,247 +1,378	+12%	+$6.34K	﹤0.01%	990
2025 Q4	$53.3K	Buy	+11,869	New	+$63.8K	﹤0.01%	922

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

Evolve Private Wealth's UWMC Position: Q2 2026 in Review

Evolve Private Wealth sold out of UWM Holdings (UWMC) in Q2 2026, closing a stake of 13,247 shares — an estimated $48K sold.

Evolve Private Wealth first reported a position in UWMC in Q4 2025 and held it in 2 quarters. The position peaked at $53.3K in Q4 2025. 293 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

Evolve Private Wealth reported no remaining UWM Holdings position as of Q2 2026 after selling out during the quarter.
Evolve Private Wealth sold 13,247 UWM Holdings shares in Q2 2026, an estimated $48K.
Evolve Private Wealth first reported a position in UWM Holdings in Q4 2025 and held it in 2 quarters.
Evolve Private Wealth's UWM Holdings position peaked at $53.3K in Q4 2025.
293 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.