LRI Investments’s UWM Holdings UWMC Stock Holding History

LRI Investments’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	$5	Buy	+2	New	+$6	﹤0.01%	1951

Other funds holding UWMC

Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Lebenthal Global Advisors Hauppauge, New York $741M AUM 22.36% 1-Year Est. Return

Salzhauer Michael $292M AUM 30% 1-Year Est. Return

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

LRI Investments's UWMC Position: Q2 2026 in Review

LRI Investments opened a new position in UWM Holdings (UWMC) in Q2 2026: 2 shares worth $5. The stake represents ﹤0.01% of the portfolio and ranks #1951 among its holdings.

69 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

LRI Investments held 2 shares of UWM Holdings worth $5 as of Q2 2026.
UWM Holdings was a new LRI Investments position in Q2 2026.
UWM Holdings made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1951 holding.
69 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.