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
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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Focus Partners Wealth's UWMC Position: Q1 2026 in Review

Focus Partners Wealth reduced its UWM Holdings (UWMC) stake by 8.3% in Q1 2026, selling an estimated $13.5K and leaving 32,616 shares worth $118K. The position accounts for ﹤0.01% of the portfolio, ranked #2498.

Focus Partners Wealth first reported a position in UWMC in Q1 2025 and has held it in 3 quarters since. The position peaked at $156K in Q4 2025. 283 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

  • Focus Partners Wealth held 32,616 shares of UWM Holdings worth $118K as of Q1 2026.
  • Focus Partners Wealth sold 2,940 UWM Holdings shares in Q1 2026, an estimated $13.5K.
  • UWM Holdings made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #2498 holding.
  • Focus Partners Wealth first reported a position in UWM Holdings in Q1 2025 and has held it in 3 quarters since.
  • Focus Partners Wealth's UWM Holdings position peaked at $156K in Q4 2025.
  • 283 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.