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Frank Rimerman Advisors’s UWM Holdings UWMC Stock Holding History

Frank Rimerman Advisors’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
-24,298
Closed -$106K – 644
2025
Q4 		$106K Buy
+24,298
New +$131K 0.01% 598
2024
Q4 		– Sell
-13,479
Closed -$115K – 564
2024
Q3 		$115K Buy
13,479
+19
+0.1% +$160 0.01% 523
2024
Q2 		$93.3K Buy
+13,460
New +$92.5K 0.01% 529

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 Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FGP
Freestone Grove Partners San Francisco, California $15.6B AUM 27.39% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
KSCM
King Street Capital Management New York $190M AUM 16.01% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Frank Rimerman Advisors's UWMC Position: Q1 2026 in Review

Frank Rimerman Advisors sold out of UWM Holdings (UWMC) in Q1 2026, closing a stake of 24,298 shares — an estimated $106K sold.

Frank Rimerman Advisors first reported a position in UWMC in Q2 2024 and held it in 3 quarters. The position peaked at $115K in Q3 2024. 285 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

  • Frank Rimerman Advisors reported no remaining UWM Holdings position as of Q1 2026 after selling out during the quarter.
  • Frank Rimerman Advisors sold 24,298 UWM Holdings shares in Q1 2026, an estimated $106K.
  • Frank Rimerman Advisors first reported a position in UWM Holdings in Q2 2024 and held it in 3 quarters.
  • Frank Rimerman Advisors's UWM Holdings position peaked at $115K in Q3 2024.
  • 285 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.