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 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

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

Kestra Advisory Services's UWMC Position: Q2 2026 in Review

Kestra Advisory Services increased its UWM Holdings (UWMC) stake by 2% in Q2 2026, buying an estimated $786 and bringing the position to 12,643 shares worth $30.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3231.

Kestra Advisory Services first reported a position in UWMC in Q4 2024 and has held it in 6 quarters since. The position peaked at $93.9K in Q3 2025. 292 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

Kestra Advisory Services held 12,643 shares of UWM Holdings worth $30.2K as of Q2 2026.
Kestra Advisory Services bought 253 UWM Holdings shares in Q2 2026, an estimated $786.
UWM Holdings made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #3231 holding.
Kestra Advisory Services first reported a position in UWM Holdings in Q4 2024 and has held it in 6 quarters since.
Kestra Advisory Services's UWM Holdings position peaked at $93.9K in Q3 2025.
292 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.