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Fortem Financial Group’s UWM Holdings UWMC Stock Holding History

Fortem Financial Group’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 		$30.9K Sell
13,485
-1,500
-10% -$4.66K 0.01% 187
2026
Q1 		$54.2K Sell
14,985
-1,700
-10% -$7.82K 0.01% 173
2025
Q4 		$73.1K Buy
16,685
+3,800
+29% +$20.4K 0.02% 171
2025
Q3 		$78.5K Buy
+12,885
New +$67.6K 0.02% 165
2025
Q2 		– Sell
-14,225
Closed -$77.7K – 195
2025
Q1 		$77.7K Sell
14,225
-3,650
-20% -$22.2K 0.03% 183
2024
Q4 		$105K Sell
17,875
-3,900
-18% -$25.4K 0.04% 172
2024
Q3 		$186K Sell
21,775
-2,850
-12% -$24K 0.08% 169
2024
Q2 		$171K Sell
24,625
-1,000
-4% -$6.87K 0.07% 163
2024
Q1 		$186K Buy
25,625
+825
+3% +$5.57K 0.08% 160
2023
Q4 		$177K Sell
24,800
-1,200
-5% -$6.77K 0.09% 158
2023
Q3 		$126K Buy
+26,000
New +$150K 0.07% 157

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

Fortem Financial Group's UWMC Position: Q2 2026 in Review

Fortem Financial Group reduced its UWM Holdings (UWMC) stake by 10% in Q2 2026, selling an estimated $4.66K and leaving 13,485 shares worth $30.9K. The position accounts for 0.01% of the portfolio, ranked #187.

Fortem Financial Group first reported a position in UWMC in Q3 2023 and has held it in 11 quarters since. The position peaked at $186K in Q1 2024. 292 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • Fortem Financial Group held 13,485 shares of UWM Holdings worth $30.9K as of Q2 2026.
  • Fortem Financial Group sold 1,500 UWM Holdings shares in Q2 2026, an estimated $4.66K.
  • UWM Holdings made up 0.01% of Fortem Financial Group's portfolio in Q2 2026, its #187 holding.
  • Fortem Financial Group first reported a position in UWM Holdings in Q3 2023 and has held it in 11 quarters since.
  • Fortem Financial Group's UWM Holdings position peaked at $186K in Q1 2024.
  • 292 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.