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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
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
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

Larson Financial Group's UWMC Position: Q1 2026 in Review

Larson Financial Group reduced its UWM Holdings (UWMC) stake by 96% in Q1 2026, selling an estimated $364 and leaving 3 shares worth $10. The position accounts for ﹤0.01% of the portfolio, ranked #3602.

Larson Financial Group first reported a position in UWMC in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.33K in Q1 2025. 283 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

  • Larson Financial Group held 3 shares of UWM Holdings worth $10 as of Q1 2026.
  • Larson Financial Group sold 79 UWM Holdings shares in Q1 2026, an estimated $364.
  • UWM Holdings made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #3602 holding.
  • Larson Financial Group first reported a position in UWM Holdings in Q4 2023 and has held it in 7 quarters since.
  • Larson Financial Group's UWM Holdings position peaked at $1.33K in Q1 2025.
  • 283 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.