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Good Life Advisors’s UWM Holdings UWMC Stock Holding History

Good Life 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
2025
Q2 		$46.8K Buy
11,296
+191
+2% +$840 ﹤0.01% 499
2025
Q1 		$60.6K Buy
11,105
+157
+1% +$954 ﹤0.01% 492
2024
Q4 		$64.3K Buy
10,948
+718
+7% +$4.67K ﹤0.01% 484
2024
Q3 		$87.2K Buy
10,230
+116
+1% +$978 0.01% 552
2024
Q2 		$70.1K Sell
10,114
-451
-4% -$3.1K 0.01% 455
2024
Q1 		$76.7K Buy
10,565
+231
+2% +$1.56K 0.01% 452
2023
Q4 		$73.9K Sell
10,334
-666
-6% -$3.76K 0.01% 431
2023
Q3 		$53.4K Buy
+11,000
New +$63.4K 0.01% 408

Other funds holding UWMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
PE
Platinum Equity Beverly Hills, California $32M AUM 12.42% 1-Year Est. Return
6CM
683 Capital Management New York $2.04B AUM 94.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Good Life Advisors's UWMC Position: Q2 2025 in Review

Good Life Advisors increased its UWM Holdings (UWMC) stake by 1.7% in Q2 2025, buying an estimated $840 and bringing the position to 11,296 shares worth $46.8K. The position accounts for ﹤0.01% of the portfolio, ranked #499.

Good Life Advisors first reported a position in UWMC in Q3 2023 and has held it in 8 quarters since. The position peaked at $87.2K in Q3 2024. 228 funds tracked by Wall St. Rank hold UWMC as of Q2 2025.

  • Good Life Advisors held 11,296 shares of UWM Holdings worth $46.8K as of Q2 2025.
  • Good Life Advisors bought 191 UWM Holdings shares in Q2 2025, an estimated $840.
  • UWM Holdings made up ﹤0.01% of Good Life Advisors's portfolio in Q2 2025, its #499 holding.
  • Good Life Advisors first reported a position in UWM Holdings in Q3 2023 and has held it in 8 quarters since.
  • Good Life Advisors's UWM Holdings position peaked at $87.2K in Q3 2024.
  • 228 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2025.

Based on Good Life Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.