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Secure Asset Management’s UWM Holdings UWMC Stock Holding History

Secure Asset Management’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 		$30.3K Buy
+13,236
New +$41.1K ﹤0.01% 329
2025
Q2 		– Sell
-20,339
Closed -$111K – 361
2025
Q1 		$111K Hold
20,339
– – 0.02% 303
2024
Q4 		$119K Buy
+20,339
New +$132K 0.02% 309

Other funds holding UWMC

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
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
TMWM
Taylor & Morgan Wealth Management Flint, Michigan $203M AUM 24.74% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Secure Asset Management's UWMC Position: Q2 2026 in Review

Secure Asset Management opened a new position in UWM Holdings (UWMC) in Q2 2026: 13,236 shares worth $30.3K. The stake represents ﹤0.01% of the portfolio and ranks #329 among its holdings. This is a return to the name: Secure Asset Management previously reported a position in UWMC as recently as Q1 2025.

Secure Asset Management first reported a position in UWMC in Q4 2024 and has held it in 3 quarters since. The position peaked at $119K in Q4 2024. 25 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • Secure Asset Management held 13,236 shares of UWM Holdings worth $30.3K as of Q2 2026.
  • UWM Holdings was a new Secure Asset Management position in Q2 2026.
  • UWM Holdings made up ﹤0.01% of Secure Asset Management's portfolio in Q2 2026, its #329 holding.
  • Secure Asset Management first reported a position in UWM Holdings in Q4 2024 and has held it in 3 quarters since.
  • Secure Asset Management's UWM Holdings position peaked at $119K in Q4 2024.
  • 25 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.