Kestra Advisory Services
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Kestra Advisory Services’s UWM Holdings UWMC Stock Holding History

Kestra Advisory Services’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
Q3 		$23.9K Buy
20,231
+7,588
+60% +$12.2K ﹤0.01% 3415
2026
Q2 		$30.2K Buy
12,643
+253
+2% +$786 ﹤0.01% 3231
2026
Q1 		$44.9K Sell
12,390
-85
-0.7% -$391 ﹤0.01% 3063
2025
Q4 		$54.6K Sell
12,475
-2,939
-19% -$15.8K ﹤0.01% 3873
2025
Q3 		$93.9K Buy
+15,414
New +$80.8K ﹤0.01% 2822
2025
Q2 		– Sell
-11,759
Closed -$64.2K – 2993
2025
Q1 		$64.2K Sell
11,759
-512
-4% -$3.11K ﹤0.01% 2630
2024
Q4 		$72K Buy
+12,271
New +$79.9K ﹤0.01% 2591

Other funds holding UWMC

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
SEP
Signature Equity Partners Columbus, Ohio $287M AUM 21.26% 1-Year Est. Return
Pacific Capital Wealth Advisors
Pacific Capital Wealth Advisors Corona, California $698M AUM 9.63% 1-Year Est. Return
180 Wealth Advisors
180 Wealth Advisors Federal Way, Washington $1.04B AUM 41.44% 1-Year Est. Return
Dymon Asia Capital (Singapore)
Dymon Asia Capital (Singapore) Singapore $2.21B AUM 109.09% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Carrera Capital Advisors
Carrera Capital Advisors Troy, Michigan $705M AUM 12.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return

Kestra Advisory Services's UWMC Position: Q3 2026 in Review

Kestra Advisory Services increased its UWM Holdings (UWMC) stake by 60% in Q3 2026, buying an estimated $12.2K and bringing the position to 20,231 shares worth $23.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3415.

Kestra Advisory Services first reported a position in UWMC in Q4 2024 and has held it in 7 quarters since. The position peaked at $93.9K in Q3 2025. 107 funds tracked by Wall St. Rank hold UWMC as of Q3 2026.

  • Kestra Advisory Services held 20,231 shares of UWM Holdings worth $23.9K as of Q3 2026.
  • Kestra Advisory Services bought 7,588 UWM Holdings shares in Q3 2026, an estimated $12.2K.
  • UWM Holdings made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #3415 holding.
  • Kestra Advisory Services first reported a position in UWM Holdings in Q4 2024 and has held it in 7 quarters since.
  • Kestra Advisory Services's UWM Holdings position peaked at $93.9K in Q3 2025.
  • 107 funds tracked by Wall St. Rank held UWM Holdings as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.