LJI Wealth Management’s UWM Holdings UWMC Stock Holding History

LJI Wealth Management’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	$26.3K	Hold	11,500	–	–	﹤0.01%	200
2026 Q1	$41.6K	Hold	11,500	–	–	0.01%	191
2025 Q4	$50.4K	Sell	11,500 -400	-3%	-$2.15K	0.01%	188
2025 Q3	$72.5K	Hold	11,900	–	–	0.01%	180
2025 Q2	$49.3K	Hold	11,900	–	–	0.01%	182
2025 Q1	$65K	Sell	11,900 -100	-0.8%	-$607	0.01%	179
2024 Q4	$70.4K	Sell	12,000 -3,160	-21%	-$20.6K	0.01%	178
2024 Q3	$129K	Hold	15,160	–	–	0.03%	188
2024 Q2	$105K	Buy	+15,160	New	+$104K	0.02%	180
2024 Q1	–	Sell	-23,160	Closed	-$166K	–	174
2023 Q4	$166K	Sell	23,160 -2,400	-9%	-$13.5K	0.04%	162
2023 Q3	$124K	Sell	25,560 -1,200	-4%	-$6.91K	0.04%	156
2023 Q2	$150K	Sell	26,760 -4,400	-14%	-$23.7K	0.04%	155
2023 Q1	$153K	Sell	31,160 -300	-1%	-$1.32K	0.05%	151
2022 Q4	$104K	Buy	+31,460	New	+$118K	0.04%	145

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

LJI Wealth Management's UWMC Position: Q2 2026 in Review

LJI Wealth Management held its UWM Holdings (UWMC) position steady in Q2 2026 at 11,500 shares worth $26.3K. The position accounts for ﹤0.01% of the portfolio, ranked #200.

LJI Wealth Management first reported a position in UWMC in Q4 2022 and has held it in 14 quarters since. The position peaked at $166K in Q4 2023. 292 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

LJI Wealth Management held 11,500 shares of UWM Holdings worth $26.3K as of Q2 2026.
LJI Wealth Management left its UWM Holdings share count unchanged in Q2 2026.
UWM Holdings made up ﹤0.01% of LJI Wealth Management's portfolio in Q2 2026, its #200 holding.
LJI Wealth Management first reported a position in UWM Holdings in Q4 2022 and has held it in 14 quarters since.
LJI Wealth Management's UWM Holdings position peaked at $166K in Q4 2023.
292 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.