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Sequoia Financial Advisors’s UWM Holdings UWMC Stock Holding History

Sequoia Financial 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 		$151K Buy
66,012
+34,860
+112% +$108K ﹤0.01% 2030
2026
Q1 		$113K Buy
+31,152
New +$143K ﹤0.01% 1847
2025
Q2 		– Sell
-11,840
Closed -$64.6K – 1641
2025
Q1 		$64.6K Buy
+11,840
New +$71.9K ﹤0.01% 1341

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
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
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

Sequoia Financial Advisors's UWMC Position: Q2 2026 in Review

Sequoia Financial Advisors increased its UWM Holdings (UWMC) stake by 112% in Q2 2026, buying an estimated $108K and bringing the position to 66,012 shares worth $151K. The position accounts for ﹤0.01% of the portfolio, ranked #2030.

Sequoia Financial Advisors first reported a position in UWMC in Q1 2025 and has held it in 3 quarters since. 22 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • Sequoia Financial Advisors held 66,012 shares of UWM Holdings worth $151K as of Q2 2026.
  • Sequoia Financial Advisors bought 34,860 UWM Holdings shares in Q2 2026, an estimated $108K.
  • UWM Holdings made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #2030 holding.
  • Sequoia Financial Advisors first reported a position in UWM Holdings in Q1 2025 and has held it in 3 quarters since.
  • 22 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.