Sanctuary Advisors’s UWM Holdings UWMC Stock Holding History

Sanctuary 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	–	Sell	-11,234	Closed	-$40.7K	–	2934
2026 Q1	$40.7K	Sell	11,234 -5,170	-32%	-$23.8K	﹤0.01%	2502
2025 Q4	$71.8K	Buy	16,404 +5,156	+46%	+$27.7K	﹤0.01%	2357
2025 Q3	$68.5K	Buy	+11,248	New	+$59K	﹤0.01%	2369
2025 Q1	–	Sell	-12,105	Closed	-$76.9K	–	2453
2024 Q4	$76.9K	Buy	+12,105	New	+$78.8K	﹤0.01%	2335

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

Sanctuary Advisors's UWMC Position: Q2 2026 in Review

Sanctuary Advisors sold out of UWM Holdings (UWMC) in Q2 2026, closing a stake of 11,234 shares — an estimated $40.7K sold.

Sanctuary Advisors first reported a position in UWMC in Q4 2024 and held it in 4 quarters. The position peaked at $76.9K in Q4 2024. 292 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

Sanctuary Advisors reported no remaining UWM Holdings position as of Q2 2026 after selling out during the quarter.
Sanctuary Advisors sold 11,234 UWM Holdings shares in Q2 2026, an estimated $40.7K.
Sanctuary Advisors first reported a position in UWM Holdings in Q4 2024 and held it in 4 quarters.
Sanctuary Advisors's UWM Holdings position peaked at $76.9K in Q4 2024.
292 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.