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Oak Thistle LLC’s UWM Holdings UWMC Stock Holding History

Oak Thistle LLC’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 		$157K Sell
132,958
-732,802
-85% -$1.18M 0.01% 458
2026
Q2 		$1.98M Buy
+865,760
New +$2.69M 0.19% 207
2025
Q4 		– Sell
-219,501
Closed -$1.34M – 661
2025
Q3 		$1.34M Buy
+219,501
New +$1.15M 0.2% 196
2025
Q2 		– Sell
-80,344
Closed -$439K – 607
2025
Q1 		$439K Buy
+80,344
New +$488K 0.09% 310

Other funds holding UWMC

Pacific Capital Wealth Advisors
Pacific Capital Wealth Advisors Corona, California $698M AUM 9.63% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Taylor & Morgan Wealth Management
Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Mission Financial Group
Mission Financial Group Las Vegas, Nevada $127M AUM
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Oak Thistle LLC's UWMC Position: Q3 2026 in Review

Oak Thistle LLC reduced its UWM Holdings (UWMC) stake by 85% in Q3 2026, selling an estimated $1.18M and leaving 132,958 shares worth $157K. The position accounts for 0.01% of the portfolio, ranked #458.

Oak Thistle LLC first reported a position in UWMC in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.98M in Q2 2026. 37 funds tracked by Wall St. Rank hold UWMC as of Q3 2026.

  • Oak Thistle LLC held 132,958 shares of UWM Holdings worth $157K as of Q3 2026.
  • Oak Thistle LLC sold 732,802 UWM Holdings shares in Q3 2026, an estimated $1.18M.
  • UWM Holdings made up 0.01% of Oak Thistle LLC's portfolio in Q3 2026, its #458 holding.
  • Oak Thistle LLC first reported a position in UWM Holdings in Q1 2025 and has held it in 4 quarters since.
  • Oak Thistle LLC's UWM Holdings position peaked at $1.98M in Q2 2026.
  • 37 funds tracked by Wall St. Rank held UWM Holdings as of Q3 2026.

Based on Oak Thistle LLC's 13F filing for Q3 2026, filed 21 Oct 2026.