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Prospera Financial Services’s UWM Holdings UWMC Stock Holding History

Prospera Financial Services’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 		$224K Sell
97,821
-9,250
-9% -$28.7K ﹤0.01% 1355
2026
Q1 		$388K Buy
107,071
+29,935
+39% +$138K 0.01% 1103
2025
Q4 		$338K Buy
+77,136
New +$415K 0.01% 1098
2022
Q2 		– Sell
-3,174
Closed -$14K – 2571
2022
Q1 		$14K Buy
+3,174
New +$15.3K ﹤0.01% 1899

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

Prospera Financial Services's UWMC Position: Q2 2026 in Review

Prospera Financial Services reduced its UWM Holdings (UWMC) stake by 8.6% in Q2 2026, selling an estimated $28.7K and leaving 97,821 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #1355.

Prospera Financial Services first reported a position in UWMC in Q1 2022 and has held it in 4 quarters since. The position peaked at $388K in Q1 2026. 292 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • Prospera Financial Services held 97,821 shares of UWM Holdings worth $224K as of Q2 2026.
  • Prospera Financial Services sold 9,250 UWM Holdings shares in Q2 2026, an estimated $28.7K.
  • UWM Holdings made up ﹤0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1355 holding.
  • Prospera Financial Services first reported a position in UWM Holdings in Q1 2022 and has held it in 4 quarters since.
  • Prospera Financial Services's UWM Holdings position peaked at $388K in Q1 2026.
  • 292 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.