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Mount Yale Investment Advisors’s UWM Holdings UWMC Stock Holding History

Mount Yale Investment Advisors’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 		$49.7K Buy
13,365
+103
+0.8% +$474 ﹤0.01% 1088
2025
Q4 		$58.2K Buy
+13,262
New +$71.3K ﹤0.01% 714
2025
Q3 		– Sell
-231
Closed -$956 – 1556
2025
Q2 		$956 Buy
+231
New +$1.01K ﹤0.01% 1389

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

Mount Yale Investment Advisors's UWMC Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its UWM Holdings (UWMC) stake by 0.78% in Q1 2026, buying an estimated $474 and bringing the position to 13,365 shares worth $49.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1088.

Mount Yale Investment Advisors first reported a position in UWMC in Q2 2025 and has held it in 3 quarters since. The position peaked at $58.2K in Q4 2025. 284 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

  • Mount Yale Investment Advisors held 13,365 shares of UWM Holdings worth $49.7K as of Q1 2026.
  • Mount Yale Investment Advisors bought 103 UWM Holdings shares in Q1 2026, an estimated $474.
  • UWM Holdings made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #1088 holding.
  • Mount Yale Investment Advisors first reported a position in UWM Holdings in Q2 2025 and has held it in 3 quarters since.
  • Mount Yale Investment Advisors's UWM Holdings position peaked at $58.2K in Q4 2025.
  • 284 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.