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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
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
FGP
Freestone Grove Partners San Francisco, California $14.2B AUM 24.58% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sanctuary Advisors's UWMC Position: Q1 2026 in Review

Sanctuary Advisors reduced its UWM Holdings (UWMC) stake by 32% in Q1 2026, selling an estimated $23.8K and leaving 11,234 shares worth $40.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2502.

Sanctuary Advisors first reported a position in UWMC in Q4 2024 and has held it in 4 quarters since. The position peaked at $76.9K in Q4 2024. 283 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

  • Sanctuary Advisors held 11,234 shares of UWM Holdings worth $40.7K as of Q1 2026.
  • Sanctuary Advisors sold 5,170 UWM Holdings shares in Q1 2026, an estimated $23.8K.
  • UWM Holdings made up ﹤0.01% of Sanctuary Advisors's portfolio in Q1 2026, its #2502 holding.
  • Sanctuary Advisors first reported a position in UWM Holdings in Q4 2024 and has held it in 4 quarters since.
  • Sanctuary Advisors's UWM Holdings position peaked at $76.9K in Q4 2024.
  • 283 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.