KAS
UWMC icon

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
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
FGP
Freestone Grove Partners San Francisco, California $14.2B AUM 24.58% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B 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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kestra Advisory Services's UWMC Position: Q1 2026 in Review

Kestra Advisory Services reduced its UWM Holdings (UWMC) stake by 0.68% in Q1 2026, selling an estimated $391 and leaving 12,390 shares worth $44.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3063.

Kestra Advisory Services first reported a position in UWMC in Q4 2024 and has held it in 5 quarters since. The position peaked at $93.9K in Q3 2025. 283 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

  • Kestra Advisory Services held 12,390 shares of UWM Holdings worth $44.9K as of Q1 2026.
  • Kestra Advisory Services sold 85 UWM Holdings shares in Q1 2026, an estimated $391.
  • UWM Holdings made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #3063 holding.
  • Kestra Advisory Services first reported a position in UWM Holdings in Q4 2024 and has held it in 5 quarters since.
  • Kestra Advisory Services's UWM Holdings position peaked at $93.9K in Q3 2025.
  • 283 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.