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
Q2 		– Sell
-28,068
Closed -$102K – 1789
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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

HB Wealth Management's UWMC Position: Q2 2026 in Review

HB Wealth Management sold out of UWM Holdings (UWMC) in Q2 2026, closing a stake of 28,068 shares — an estimated $102K sold.

HB Wealth Management first reported a position in UWMC in Q2 2023 and held it in 11 quarters. The position peaked at $102K in Q1 2026. 293 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • HB Wealth Management reported no remaining UWM Holdings position as of Q2 2026 after selling out during the quarter.
  • HB Wealth Management sold 28,068 UWM Holdings shares in Q2 2026, an estimated $102K.
  • HB Wealth Management first reported a position in UWM Holdings in Q2 2023 and held it in 11 quarters.
  • HB Wealth Management's UWM Holdings position peaked at $102K in Q1 2026.
  • 293 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.