IFP Advisors’s UWM Holdings UWMC Stock Holding History

IFP 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
2026 Q2	$2.73K	Sell	1,191 -1,075	-47%	-$3.34K	﹤0.01%	4091
2026 Q1	$8.2K	Sell	2,266 -232	-9%	-$1.07K	﹤0.01%	3255
2025 Q4	$10.9K	Buy	2,498 +2,084	+503%	+$11.2K	﹤0.01%	3017
2025 Q3	$2.52K	Buy	+414	New	+$2.17K	﹤0.01%	3598
2025 Q2	–	Sell	-128	Closed	-$563	–	3641
2025 Q1	$699	Sell	128 -3,788	-97%	-$23K	﹤0.01%	3398
2024 Q4	$23K	Buy	3,916 +128	+3%	+$833	﹤0.01%	2185
2024 Q3	$32.3K	Hold	3,788	–	–	﹤0.01%	1928
2024 Q2	$26.3K	Hold	3,788	–	–	﹤0.01%	1957
2024 Q1	$27.5K	Hold	3,788	–	–	﹤0.01%	1836
2023 Q4	$27.1K	Sell	3,788 -1,100	-23%	-$6.21K	﹤0.01%	1798
2023 Q3	$23.7K	Buy	+4,888	New	+$28.2K	﹤0.01%	1851
2023 Q1	–	Sell	-12,936	Closed	-$146K	–	4399
2022 Q4	$146K	Buy	12,936 +769	+6%	+$2.88K	﹤0.01%	1527
2022 Q3	$138K	Hold	12,167	–	–	﹤0.01%	1640
2022 Q2	$138K	Hold	12,167	–	–	﹤0.01%	1491
2022 Q1	$138K	Buy	+12,167	New	+$58.7K	﹤0.01%	1491

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 40.89% 1-Year Est. Return

IFP Advisors's UWMC Position: Q2 2026 in Review

IFP Advisors reduced its UWM Holdings (UWMC) stake by 47% in Q2 2026, selling an estimated $3.34K and leaving 1,191 shares worth $2.73K. The position accounts for ﹤0.01% of the portfolio, ranked #4091.

IFP Advisors first reported a position in UWMC in Q1 2022 and has held it in 15 quarters since. The position peaked at $146K in Q4 2022. 292 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

IFP Advisors held 1,191 shares of UWM Holdings worth $2.73K as of Q2 2026.
IFP Advisors sold 1,075 UWM Holdings shares in Q2 2026, an estimated $3.34K.
UWM Holdings made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4091 holding.
IFP Advisors first reported a position in UWM Holdings in Q1 2022 and has held it in 15 quarters since.
IFP Advisors's UWM Holdings position peaked at $146K in Q4 2022.
292 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.