Heirloom Wealth Management’s UWM Holdings UWMC Stock Holding History

Heirloom 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	$59.1K	Buy	+25,800	New	+$80.2K	0.01%	59

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 40.91% 1-Year Est. Return

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

Heirloom Wealth Management opened a new position in UWM Holdings (UWMC) in Q2 2026: 25,800 shares worth $59.1K. The stake represents 0.01% of the portfolio and ranks #59 among its holdings.

291 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

Heirloom Wealth Management held 25,800 shares of UWM Holdings worth $59.1K as of Q2 2026.
UWM Holdings was a new Heirloom Wealth Management position in Q2 2026.
UWM Holdings made up 0.01% of Heirloom Wealth Management's portfolio in Q2 2026, its #59 holding.
291 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Heirloom Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.