Krilogy Financial’s UWM Holdings UWMC Stock Holding History

Krilogy Financial’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	–	Sell	-15,059	Closed	-$56.5K	–	1145
2026 Q1	$56.5K	Sell	15,059 -13,455	-47%	-$61.9K	﹤0.01%	948
2025 Q4	$165K	Buy	28,514 +14,488	+103%	+$77.9K	0.01%	890
2025 Q3	$79.4K	Buy	+14,026	New	+$73.5K	﹤0.01%	847

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

Krilogy Financial's UWMC Position: Q2 2026 in Review

Krilogy Financial sold out of UWM Holdings (UWMC) in Q2 2026, closing a stake of 15,059 shares — an estimated $56.5K sold.

Krilogy Financial first reported a position in UWMC in Q3 2025 and held it in 3 quarters. The position peaked at $165K in Q4 2025. 292 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

Krilogy Financial reported no remaining UWM Holdings position as of Q2 2026 after selling out during the quarter.
Krilogy Financial sold 15,059 UWM Holdings shares in Q2 2026, an estimated $56.5K.
Krilogy Financial first reported a position in UWM Holdings in Q3 2025 and held it in 3 quarters.
Krilogy Financial's UWM Holdings position peaked at $165K in Q4 2025.
292 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.