GI
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GAMMA Investing’s UWM Holdings UWMC Stock Holding History

GAMMA Investing’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 		$3.19K Buy
1,391
+182
+15% +$566 ﹤0.01% 3633
2026
Q1 		$4.38K Sell
1,209
-3,933
-76% -$18.1K ﹤0.01% 3408
2025
Q4 		$22.5K Sell
5,142
-265
-5% -$1.43K ﹤0.01% 2542
2025
Q3 		$32.9K Buy
5,407
+4,344
+409% +$22.8K ﹤0.01% 2252
2025
Q2 		$4.4K Sell
1,063
-4,800
-82% -$21.1K ﹤0.01% 3173
2025
Q1 		$32K Buy
5,863
+2,958
+102% +$18K ﹤0.01% 2109
2024
Q4 		$17.1K Buy
2,905
+1,079
+59% +$7.02K ﹤0.01% 2354
2024
Q3 		$15.6K Buy
1,826
+19
+1% +$160 ﹤0.01% 2253
2024
Q2 		$12.5K Buy
1,807
+369
+26% +$2.54K ﹤0.01% 2121
2024
Q1 		$10.4K Buy
1,438
+85
+6% +$574 ﹤0.01% 2045
2023
Q4 		$9.06K Buy
+1,353
New +$7.64K ﹤0.01% 1962

Other funds holding UWMC

1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
PCWA
Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
TMWM
Taylor & Morgan Wealth Management Flint, Michigan $203M AUM 24.74% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

GAMMA Investing's UWMC Position: Q2 2026 in Review

GAMMA Investing increased its UWM Holdings (UWMC) stake by 15% in Q2 2026, buying an estimated $566 and bringing the position to 1,391 shares worth $3.19K. The position accounts for ﹤0.01% of the portfolio, ranked #3633.

GAMMA Investing first reported a position in UWMC in Q4 2023 and has held it in 11 quarters since. The position peaked at $32.9K in Q3 2025. 22 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • GAMMA Investing held 1,391 shares of UWM Holdings worth $3.19K as of Q2 2026.
  • GAMMA Investing bought 182 UWM Holdings shares in Q2 2026, an estimated $566.
  • UWM Holdings made up ﹤0.01% of GAMMA Investing's portfolio in Q2 2026, its #3633 holding.
  • GAMMA Investing first reported a position in UWM Holdings in Q4 2023 and has held it in 11 quarters since.
  • GAMMA Investing's UWM Holdings position peaked at $32.9K in Q3 2025.
  • 22 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.