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
Q3 		$164K Sell
138,966
-490
-0.4% -$787 ﹤0.01% 5897
2026
Q2 		$319K Buy
139,456
+42,690
+44% +$133K ﹤0.01% 5403
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
SEP
Signature Equity Partners Columbus, Ohio $287M AUM 21.26% 1-Year Est. Return
Pacific Capital Wealth Advisors
Pacific Capital Wealth Advisors Corona, California $698M AUM 9.63% 1-Year Est. Return
180 Wealth Advisors
180 Wealth Advisors Federal Way, Washington $1.04B AUM 41.44% 1-Year Est. Return
Dymon Asia Capital (Singapore)
Dymon Asia Capital (Singapore) Singapore $2.21B AUM 109.09% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Carrera Capital Advisors
Carrera Capital Advisors Troy, Michigan $705M AUM 12.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LPL Financial's UWMC Position: Q3 2026 in Review

LPL Financial reduced its UWM Holdings (UWMC) stake by 0.35% in Q3 2026, selling an estimated $787 and leaving 138,966 shares worth $164K. The position accounts for ﹤0.01% of the portfolio, ranked #5897.

LPL Financial first reported a position in UWMC in Q1 2021 and has held it in 23 quarters since. The position peaked at $1.82M in Q3 2024. 121 funds tracked by Wall St. Rank hold UWMC as of Q3 2026.

  • LPL Financial held 138,966 shares of UWM Holdings worth $164K as of Q3 2026.
  • LPL Financial sold 490 UWM Holdings shares in Q3 2026, an estimated $787.
  • UWM Holdings made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #5897 holding.
  • LPL Financial first reported a position in UWM Holdings in Q1 2021 and has held it in 23 quarters since.
  • LPL Financial's UWM Holdings position peaked at $1.82M in Q3 2024.
  • 121 funds tracked by Wall St. Rank held UWM Holdings as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.