Private Advisor Group’s UWM Holdings UWMC Stock Holding History

Private Advisor Group’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	$12.3K	Buy	+10,412	New	+$16.7K	﹤0.01%	3118
2025 Q2	–	Sell	-13,933	Closed	-$76.1K	–	2578
2025 Q1	$76.1K	Buy	13,933 +85	+0.6%	+$516	﹤0.01%	2217
2024 Q4	$81.3K	Sell	13,848 -8,735	-39%	-$56.8K	﹤0.01%	2194
2024 Q3	$192K	Sell	22,583 -2,831	-11%	-$23.9K	﹤0.01%	2232
2024 Q2	$176K	Sell	25,414 -557	-2%	-$3.83K	﹤0.01%	2178
2024 Q1	$189K	Sell	25,971 -30,793	-54%	-$208K	﹤0.01%	2125
2023 Q4	$406K	Buy	56,764 +1,419	+3%	+$8.01K	﹤0.01%	1592
2023 Q3	$268K	Buy	55,345 +318	+0.6%	+$1.83K	﹤0.01%	1707
2023 Q2	$308K	Buy	55,027 +232	+0.4%	+$1.25K	﹤0.01%	1612
2023 Q1	$269K	Buy	+54,795	New	+$240K	﹤0.01%	1638
2021 Q4	–	Sell	-10,563	Closed	-$73K	–	2206
2021 Q3	$73K	Buy	+10,563	New	+$78.6K	﹤0.01%	1968

Other funds holding UWMC

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Shenkman Capital Management New York $610M AUM 1.13% 1-Year Est. Return

SEP

Signature Equity Partners Columbus, Ohio $287M AUM 21.26% 1-Year Est. Return

Pacific Capital Wealth Advisors Corona, California $698M AUM 9.63% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $1.04B AUM 41.44% 1-Year Est. Return

Dymon Asia Capital (Singapore) Singapore $2.21B AUM 109.09% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Private Advisor Group's UWMC Position: Q3 2026 in Review

Private Advisor Group opened a new position in UWM Holdings (UWMC) in Q3 2026: 10,412 shares worth $12.3K. The stake represents ﹤0.01% of the portfolio and ranks #3118 among its holdings. This is a return to the name: Private Advisor Group previously reported a position in UWMC as recently as Q1 2025.

Private Advisor Group first reported a position in UWMC in Q3 2021 and has held it in 11 quarters since. The position peaked at $406K in Q4 2023. 155 funds tracked by Wall St. Rank hold UWMC as of Q3 2026.

Private Advisor Group held 10,412 shares of UWM Holdings worth $12.3K as of Q3 2026.
UWM Holdings was a new Private Advisor Group position in Q3 2026.
UWM Holdings made up ﹤0.01% of Private Advisor Group's portfolio in Q3 2026, its #3118 holding.
Private Advisor Group first reported a position in UWM Holdings in Q3 2021 and has held it in 11 quarters since.
Private Advisor Group's UWM Holdings position peaked at $406K in Q4 2023.
155 funds tracked by Wall St. Rank held UWM Holdings as of Q3 2026.

Based on Private Advisor Group's 13F filing for Q3 2026, filed 10 Nov 2026.