Focus Partners Wealth
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Focus Partners Wealth’s UWM Holdings UWMC Stock Holding History

Focus Partners 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 		$47.2K Sell
20,546
-12,070
-37% -$37.5K ﹤0.01% 2680
2026
Q1 		$118K Sell
32,616
-2,940
-8% -$13.5K ﹤0.01% 2498
2025
Q4 		$156K Buy
+35,556
New +$191K ﹤0.01% 2488
2025
Q2 		– Sell
-10,073
Closed -$55K – 2136
2025
Q1 		$55K Buy
+10,073
New +$61.2K ﹤0.01% 1838

Other funds holding UWMC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Focus Partners Wealth's UWMC Position: Q2 2026 in Review

Focus Partners Wealth reduced its UWM Holdings (UWMC) stake by 37% in Q2 2026, selling an estimated $37.5K and leaving 20,546 shares worth $47.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2680.

Focus Partners Wealth first reported a position in UWMC in Q1 2025 and has held it in 4 quarters since. The position peaked at $156K in Q4 2025. 293 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • Focus Partners Wealth held 20,546 shares of UWM Holdings worth $47.2K as of Q2 2026.
  • Focus Partners Wealth sold 12,070 UWM Holdings shares in Q2 2026, an estimated $37.5K.
  • UWM Holdings made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2680 holding.
  • Focus Partners Wealth first reported a position in UWM Holdings in Q1 2025 and has held it in 4 quarters since.
  • Focus Partners Wealth's UWM Holdings position peaked at $156K in Q4 2025.
  • 293 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

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