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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
Q2 		$33.3K Buy
13,894
+529
+4% +$1.64K ﹤0.01% 1195
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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Mount Yale Investment Advisors's UWMC Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its UWM Holdings (UWMC) stake by 4% in Q2 2026, buying an estimated $1.64K and bringing the position to 13,894 shares worth $33.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1195.

Mount Yale Investment Advisors first reported a position in UWMC in Q2 2025 and has held it in 4 quarters since. The position peaked at $58.2K in Q4 2025. 293 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • Mount Yale Investment Advisors held 13,894 shares of UWM Holdings worth $33.3K as of Q2 2026.
  • Mount Yale Investment Advisors bought 529 UWM Holdings shares in Q2 2026, an estimated $1.64K.
  • UWM Holdings made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1195 holding.
  • Mount Yale Investment Advisors first reported a position in UWM Holdings in Q2 2025 and has held it in 4 quarters since.
  • Mount Yale Investment Advisors's UWM Holdings position peaked at $58.2K in Q4 2025.
  • 293 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.