Lloyd Advisory Services’s UWM Holdings UWMC Stock Holding History

Lloyd Advisory Services’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	–	Sell	-867	Closed	-$3.14K	–	995
2026 Q1	$3.14K	Buy	+867	New	+$3.99K	﹤0.01%	625

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

Lloyd Advisory Services's UWMC Position: Q2 2026 in Review

Lloyd Advisory Services sold out of UWM Holdings (UWMC) in Q2 2026, closing a stake of 867 shares — an estimated $3.14K sold.

Lloyd Advisory Services first reported a position in UWMC in Q1 2026 and held it in 1 quarter. The position peaked at $3.14K in Q1 2026. 293 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

Lloyd Advisory Services reported no remaining UWM Holdings position as of Q2 2026 after selling out during the quarter.
Lloyd Advisory Services sold 867 UWM Holdings shares in Q2 2026, an estimated $3.14K.
Lloyd Advisory Services first reported a position in UWM Holdings in Q1 2026 and held it in 1 quarter.
Lloyd Advisory Services's UWM Holdings position peaked at $3.14K in Q1 2026.
293 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.