PACK Private Wealth’s UWM Holdings UWMC Stock Holding History

PACK Private Wealth’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	$39K	Hold	17,022	–	–	0.02%	60
2026 Q1	$61.6K	Hold	17,022	–	–	0.03%	55
2025 Q4	$74.6K	Hold	17,022	–	–	0.03%	55
2025 Q3	$104K	Hold	17,022	–	–	0.05%	54
2025 Q2	$70.5K	Buy	+17,022	New	+$74.8K	0.04%	47

Other funds holding UWMC

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

PACK Private Wealth's UWMC Position: Q2 2026 in Review

PACK Private Wealth held its UWM Holdings (UWMC) position steady in Q2 2026 at 17,022 shares worth $39K. The position accounts for 0.02% of the portfolio, ranked #60.

PACK Private Wealth first reported a position in UWMC in Q2 2025 and has held it in 5 quarters since. The position peaked at $104K in Q3 2025. 292 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

PACK Private Wealth held 17,022 shares of UWM Holdings worth $39K as of Q2 2026.
PACK Private Wealth left its UWM Holdings share count unchanged in Q2 2026.
UWM Holdings made up 0.02% of PACK Private Wealth's portfolio in Q2 2026, its #60 holding.
PACK Private Wealth first reported a position in UWM Holdings in Q2 2025 and has held it in 5 quarters since.
PACK Private Wealth's UWM Holdings position peaked at $104K in Q3 2025.
292 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on PACK Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.