Physician Wealth Advisors’s UWM Holdings UWMC Stock Holding History

Physician Wealth 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	$960	Buy	+419	New	+$1.3K	﹤0.01%	1859

Other funds holding UWMC

Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Salzhauer Michael $292M AUM 30% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Physician Wealth Advisors's UWMC Position: Q2 2026 in Review

Physician Wealth Advisors opened a new position in UWM Holdings (UWMC) in Q2 2026: 419 shares worth $960. The stake represents ﹤0.01% of the portfolio and ranks #1859 among its holdings.

31 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

Physician Wealth Advisors held 419 shares of UWM Holdings worth $960 as of Q2 2026.
UWM Holdings was a new Physician Wealth Advisors position in Q2 2026.
UWM Holdings made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1859 holding.
31 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.