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 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Freestone Grove Partners San Francisco, California $13.8B AUM 24.58% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B 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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return