Golden State Equity Partners’s UWM Holdings UWMC Stock Holding History

Golden State Equity Partners’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	$150K	Sell	65,675 -7,147	-10%	-$22.2K	0.4%	33
2026 Q1	$264K	Buy	+72,822	New	+$335K	0.02%	601

Other funds holding UWMC

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Golden State Equity Partners's UWMC Position: Q2 2026 in Review

Golden State Equity Partners reduced its UWM Holdings (UWMC) stake by 9.8% in Q2 2026, selling an estimated $22.2K and leaving 65,675 shares worth $150K. The position accounts for 0.4% of the portfolio, ranked #33.

Golden State Equity Partners first reported a position in UWMC in Q1 2026 and has held it in 2 quarters since. The position peaked at $264K in Q1 2026. 292 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

Golden State Equity Partners held 65,675 shares of UWM Holdings worth $150K as of Q2 2026.
Golden State Equity Partners sold 7,147 UWM Holdings shares in Q2 2026, an estimated $22.2K.
UWM Holdings made up 0.4% of Golden State Equity Partners's portfolio in Q2 2026, its #33 holding.
Golden State Equity Partners first reported a position in UWM Holdings in Q1 2026 and has held it in 2 quarters since.
Golden State Equity Partners's UWM Holdings position peaked at $264K in Q1 2026.
292 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.