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 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Freestone Grove Partners San Francisco, California $13.8B AUM 24.58% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B 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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return