MGO One Seven
UWMC icon

MGO One Seven’s UWM Holdings UWMC Stock Holding History

MGO One Seven’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 		$30.1K Buy
25,485
+3,402
+15% +$5.47K ﹤0.01% 1544
2026
Q2 		$50.6K Buy
22,083
+5,450
+33% +$16.9K ﹤0.01% 1534
2026
Q1 		$60.2K Buy
16,633
+3,641
+28% +$16.8K ﹤0.01% 1389
2025
Q4 		$56.9K Buy
12,992
+1,333
+11% +$7.17K ﹤0.01% 1378
2025
Q3 		$71K Buy
+11,659
New +$61.1K ﹤0.01% 1304

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

MGO One Seven's UWMC Position: Q3 2026 in Review

MGO One Seven increased its UWM Holdings (UWMC) stake by 15% in Q3 2026, buying an estimated $5.47K and bringing the position to 25,485 shares worth $30.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1544.

MGO One Seven first reported a position in UWMC in Q3 2025 and has held it in 5 quarters since. The position peaked at $71K in Q3 2025. 132 funds tracked by Wall St. Rank hold UWMC as of Q3 2026.

  • MGO One Seven held 25,485 shares of UWM Holdings worth $30.1K as of Q3 2026.
  • MGO One Seven bought 3,402 UWM Holdings shares in Q3 2026, an estimated $5.47K.
  • UWM Holdings made up ﹤0.01% of MGO One Seven's portfolio in Q3 2026, its #1544 holding.
  • MGO One Seven first reported a position in UWM Holdings in Q3 2025 and has held it in 5 quarters since.
  • MGO One Seven's UWM Holdings position peaked at $71K in Q3 2025.
  • 132 funds tracked by Wall St. Rank held UWM Holdings as of Q3 2026.

Based on MGO One Seven's 13F filing for Q3 2026, filed 28 Oct 2026.