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Sage Investment Counsel’s UWM Holdings UWMC Stock Holding History

Sage Investment Counsel’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 		$108K Buy
47,000
+30,000
+176% +$93.2K 0.11% 122
2026
Q1 		$61.5K Buy
+17,000
New +$78.2K 0.07% 124

Other funds holding UWMC

OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
PCWA
Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
LGA
Lebenthal Global Advisors Hauppauge, New York $741M AUM 22.36% 1-Year Est. Return

Sage Investment Counsel's UWMC Position: Q2 2026 in Review

Sage Investment Counsel increased its UWM Holdings (UWMC) stake by 176% in Q2 2026, buying an estimated $93.2K and bringing the position to 47,000 shares worth $108K. The position accounts for 0.11% of the portfolio, ranked #122.

Sage Investment Counsel first reported a position in UWMC in Q1 2026 and has held it in 2 quarters since. 79 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • Sage Investment Counsel held 47,000 shares of UWM Holdings worth $108K as of Q2 2026.
  • Sage Investment Counsel bought 30,000 UWM Holdings shares in Q2 2026, an estimated $93.2K.
  • UWM Holdings made up 0.11% of Sage Investment Counsel's portfolio in Q2 2026, its #122 holding.
  • Sage Investment Counsel first reported a position in UWM Holdings in Q1 2026 and has held it in 2 quarters since.
  • 79 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Sage Investment Counsel's 13F filing for Q2 2026, filed 22 Jul 2026.