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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
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 $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

Fortem Financial Group's UWMC Position: Q1 2026 in Review

Fortem Financial Group reduced its UWM Holdings (UWMC) stake by 10% in Q1 2026, selling an estimated $7.82K and leaving 14,985 shares worth $54.2K. The position accounts for 0.01% of the portfolio, ranked #173.

Fortem Financial Group first reported a position in UWMC in Q3 2023 and has held it in 10 quarters since. The position peaked at $186K in Q1 2024. 283 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

  • Fortem Financial Group held 14,985 shares of UWM Holdings worth $54.2K as of Q1 2026.
  • Fortem Financial Group sold 1,700 UWM Holdings shares in Q1 2026, an estimated $7.82K.
  • UWM Holdings made up 0.01% of Fortem Financial Group's portfolio in Q1 2026, its #173 holding.
  • Fortem Financial Group first reported a position in UWM Holdings in Q3 2023 and has held it in 10 quarters since.
  • Fortem Financial Group's UWM Holdings position peaked at $186K in Q1 2024.
  • 283 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on Fortem Financial Group's 13F filing for Q1 2026, filed 16 Apr 2026.