LPL Financial
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LPL Financial’s UWM Holdings UWMC Stock Holding History

LPL Financial’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 		$350K Sell
96,766
-20,107
-17% -$92.5K ﹤0.01% 5081
2025
Q4 		$512K Sell
116,873
-97,147
-45% -$523K ﹤0.01% 4694
2025
Q3 		$1.3M Buy
214,020
+20,578
+11% +$108K ﹤0.01% 3748
2025
Q2 		$801K Sell
193,442
-27,539
-12% -$121K ﹤0.01% 3950
2025
Q1 		$1.21M Sell
220,981
-34,190
-13% -$208K ﹤0.01% 3397
2024
Q4 		$1.5M Buy
255,171
+42,042
+20% +$274K ﹤0.01% 3147
2024
Q3 		$1.82M Buy
213,129
+103,714
+95% +$874K ﹤0.01% 2822
2024
Q2 		$758K Sell
109,415
-6,305
-5% -$43.3K ﹤0.01% 3506
2024
Q1 		$840K Sell
115,720
-4,512
-4% -$30.4K ﹤0.01% 3334
2023
Q4 		$860K Sell
120,232
-18,482
-13% -$104K ﹤0.01% 3171
2023
Q3 		$673K Buy
138,714
+82,858
+148% +$477K ﹤0.01% 3243
2023
Q2 		$313K Sell
55,856
-18,855
-25% -$102K ﹤0.01% 3814
2023
Q1 		$367K Sell
74,711
-3,019
-4% -$13.2K ﹤0.01% 3586
2022
Q4 		$257K Buy
77,730
+3,167
+4% +$11.9K ﹤0.01% 3783
2022
Q3 		$218K Buy
74,563
+3,631
+5% +$13.4K ﹤0.01% 3859
2022
Q2 		$251K Buy
70,932
+5,829
+9% +$22.3K ﹤0.01% 3772
2022
Q1 		$295K Sell
65,103
-4,522
-6% -$21.8K ﹤0.01% 3576
2021
Q4 		$412K Sell
69,625
-19,579
-22% -$132K ﹤0.01% 3443
2021
Q3 		$620K Buy
89,204
+697
+0.8% +$5.19K ﹤0.01% 3027
2021
Q2 		$748K Buy
88,507
+41,847
+90% +$350K ﹤0.01% 2812
2021
Q1 		$370K Buy
+46,660
New +$453K ﹤0.01% 3302

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

LPL Financial's UWMC Position: Q1 2026 in Review

LPL Financial reduced its UWM Holdings (UWMC) stake by 17% in Q1 2026, selling an estimated $92.5K and leaving 96,766 shares worth $350K. The position accounts for ﹤0.01% of the portfolio, ranked #5081.

LPL Financial first reported a position in UWMC in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.82M in Q3 2024. 283 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

  • LPL Financial held 96,766 shares of UWM Holdings worth $350K as of Q1 2026.
  • LPL Financial sold 20,107 UWM Holdings shares in Q1 2026, an estimated $92.5K.
  • UWM Holdings made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5081 holding.
  • LPL Financial first reported a position in UWM Holdings in Q1 2021 and has held it in 21 quarters since.
  • LPL Financial's UWM Holdings position peaked at $1.82M in Q3 2024.
  • 283 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.