GSWM
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Golden State Wealth Management’s UWM Holdings UWMC Stock Holding History

Golden State Wealth Management’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
Closed -$105 – 1731
2025
Q4 		$105 Hold
24
– – ﹤0.01% 1646
2025
Q3 		$146 Hold
24
– – ﹤0.01% 1618
2025
Q2 		$99 Buy
+24
New +$105 ﹤0.01% 1546

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

Golden State Wealth Management's UWMC Position: Q1 2026 in Review

Golden State Wealth Management sold out of UWM Holdings (UWMC) in Q1 2026, closing a stake of 24 shares — an estimated $105 sold.

Golden State Wealth Management first reported a position in UWMC in Q2 2025 and held it in 3 quarters. The position peaked at $146 in Q3 2025. 285 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

  • Golden State Wealth Management reported no remaining UWM Holdings position as of Q1 2026 after selling out during the quarter.
  • Golden State Wealth Management sold 24 UWM Holdings shares in Q1 2026, an estimated $105.
  • Golden State Wealth Management first reported a position in UWM Holdings in Q2 2025 and held it in 3 quarters.
  • Golden State Wealth Management's UWM Holdings position peaked at $146 in Q3 2025.
  • 285 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.