HWM
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HB Wealth Management’s UWM Holdings UWMC Stock Holding History

HB 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 		$102K Buy
28,068
+10,609
+61% +$48.8K ﹤0.01% 1499
2025
Q4 		$76.5K Buy
17,459
+1,297
+8% +$6.98K ﹤0.01% 1374
2025
Q3 		$98.4K Buy
16,162
+4,689
+41% +$24.6K ﹤0.01% 1306
2025
Q2 		$47.5K Sell
11,473
-2,286
-17% -$10K ﹤0.01% 1148
2025
Q1 		$75.1K Sell
13,759
-294
-2% -$1.79K ﹤0.01% 1182
2024
Q4 		$82.5K Buy
14,053
+2,631
+23% +$17.1K ﹤0.01% 1034
2024
Q3 		$97.3K Sell
11,422
-102
-0.9% -$860 ﹤0.01% 929
2024
Q2 		$79.9K Buy
11,524
+1,082
+10% +$7.43K ﹤0.01% 889
2024
Q1 		$75.8K Buy
10,442
+4
+0% +$27 ﹤0.01% 825
2023
Q4 		$74.6K Buy
+10,438
New +$58.9K ﹤0.01% 769
2023
Q3 		– Sell
-10,183
Closed -$57K – 784
2023
Q2 		$57K Buy
+10,183
New +$54.8K ﹤0.01% 716

Other funds holding UWMC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
FGP
Freestone Grove Partners San Francisco, California $14.2B AUM 24.58% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HB Wealth Management's UWMC Position: Q1 2026 in Review

HB Wealth Management increased its UWM Holdings (UWMC) stake by 61% in Q1 2026, buying an estimated $48.8K and bringing the position to 28,068 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #1499.

HB Wealth Management first reported a position in UWMC in Q2 2023 and has held it in 11 quarters since. 283 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

  • HB Wealth Management held 28,068 shares of UWM Holdings worth $102K as of Q1 2026.
  • HB Wealth Management bought 10,609 UWM Holdings shares in Q1 2026, an estimated $48.8K.
  • UWM Holdings made up ﹤0.01% of HB Wealth Management's portfolio in Q1 2026, its #1499 holding.
  • HB Wealth Management first reported a position in UWM Holdings in Q2 2023 and has held it in 11 quarters since.
  • 283 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.