Merit Financial Group’s UWM Holdings UWMC Stock Holding History

Merit Financial Group’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	$41.9K	Buy	+18,294	New	+$56.9K	﹤0.01%	2296
2026 Q1	–	Sell	-26,481	Closed	-$116K	–	2201
2025 Q4	$116K	Buy	26,481 +13,621	+106%	+$73.3K	﹤0.01%	1884
2025 Q3	$78.3K	Buy	+12,860	New	+$67.4K	﹤0.01%	1754
2025 Q2	–	Sell	-29,918	Closed	-$163K	–	1750
2025 Q1	$163K	Buy	+29,918	New	+$182K	﹤0.01%	1324

Other funds holding UWMC

1WA

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

PCWA

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

FIA

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

TMWM

Taylor & Morgan Wealth Management Flint, Michigan $203M AUM 24.74% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Merit Financial Group's UWMC Position: Q2 2026 in Review

Merit Financial Group opened a new position in UWM Holdings (UWMC) in Q2 2026: 18,294 shares worth $41.9K. The stake represents ﹤0.01% of the portfolio and ranks #2296 among its holdings. This is a return to the name: Merit Financial Group previously reported a position in UWMC as recently as Q4 2025.

Merit Financial Group first reported a position in UWMC in Q1 2025 and has held it in 4 quarters since. The position peaked at $163K in Q1 2025. 22 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

Merit Financial Group held 18,294 shares of UWM Holdings worth $41.9K as of Q2 2026.
UWM Holdings was a new Merit Financial Group position in Q2 2026.
UWM Holdings made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2296 holding.
Merit Financial Group first reported a position in UWM Holdings in Q1 2025 and has held it in 4 quarters since.
Merit Financial Group's UWM Holdings position peaked at $163K in Q1 2025.
22 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.