Financial Consulate’s UWM Holdings UWMC Stock Holding History

Financial Consulate’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	–	Sell	-60	Closed	-$263	–	1488
2025 Q4	$263	Buy	+60	New	+$323	﹤0.01%	1298

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

Financial Consulate's UWMC Position: Q1 2026 in Review

Financial Consulate sold out of UWM Holdings (UWMC) in Q1 2026, closing a stake of 60 shares — an estimated $263 sold.

Financial Consulate first reported a position in UWMC in Q4 2025 and held it in 1 quarter. The position peaked at $263 in Q4 2025. 283 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

Financial Consulate reported no remaining UWM Holdings position as of Q1 2026 after selling out during the quarter.
Financial Consulate sold 60 UWM Holdings shares in Q1 2026, an estimated $263.
Financial Consulate first reported a position in UWM Holdings in Q4 2025 and held it in 1 quarter.
Financial Consulate's UWM Holdings position peaked at $263 in Q4 2025.
283 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.