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 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 $1.9T AUM 41.92% 1-Year Est. Return

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 New York $124B AUM 33.93% 1-Year Est. Return

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 $871B AUM 31.28% 1-Year Est. Return

Krilogy Financial's UWMC Position: Q1 2026 in Review

Krilogy Financial reduced its UWM Holdings (UWMC) stake by 47% in Q1 2026, selling an estimated $61.9K and leaving 15,059 shares worth $56.5K. The position accounts for ﹤0.01% of the portfolio, ranked #948.

Krilogy Financial first reported a position in UWMC in Q3 2025 and has held it in 3 quarters since. The position peaked at $165K in Q4 2025. 283 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

Krilogy Financial held 15,059 shares of UWM Holdings worth $56.5K as of Q1 2026.
Krilogy Financial sold 13,455 UWM Holdings shares in Q1 2026, an estimated $61.9K.
UWM Holdings made up ﹤0.01% of Krilogy Financial's portfolio in Q1 2026, its #948 holding.
Krilogy Financial first reported a position in UWM Holdings in Q3 2025 and has held it in 3 quarters since.
Krilogy Financial's UWM Holdings position peaked at $165K in Q4 2025.
283 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.