Larson Financial Group’s UWM Holdings UWMC Stock Holding History

Larson Financial Group’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	$7	Hold	3	–	–	﹤0.01%	3745
2026 Q1	$10	Sell	3 -79	-96%	-$364	﹤0.01%	3602
2025 Q4	$361	Hold	82	–	–	﹤0.01%	3183
2025 Q3	$501	Buy	82 +9	+12%	+$47	﹤0.01%	3107
2025 Q2	$300	Sell	73 -171	-70%	-$752	﹤0.01%	2978
2025 Q1	$1.33K	Buy	244 +56	+30%	+$340	﹤0.01%	2301
2024 Q4	$1.1K	Buy	+188	New	+$1.22K	﹤0.01%	2022
2024 Q1	–	Sell	-15	Closed	-$107	–	1899
2023 Q4	$107	Buy	+15	New	+$85	﹤0.01%	1703

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

Larson Financial Group's UWMC Position: Q2 2026 in Review

Larson Financial Group held its UWM Holdings (UWMC) position steady in Q2 2026 at 3 shares worth $7. The position accounts for ﹤0.01% of the portfolio, ranked #3745.

Larson Financial Group first reported a position in UWMC in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.33K in Q1 2025. 292 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

Larson Financial Group held 3 shares of UWM Holdings worth $7 as of Q2 2026.
Larson Financial Group left its UWM Holdings share count unchanged in Q2 2026.
UWM Holdings made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3745 holding.
Larson Financial Group first reported a position in UWM Holdings in Q4 2023 and has held it in 8 quarters since.
Larson Financial Group's UWM Holdings position peaked at $1.33K in Q1 2025.
292 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.