SHP Wealth Management’s UWM Holdings UWMC Stock Holding History

SHP Wealth 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 Q1	–	Sell	-75	Closed	-$328	–	1909
2025 Q4	$328	Buy	+75	New	+$403	﹤0.01%	1422

Other funds holding UWMC

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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 New York $124B AUM 33.93% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SHP Wealth Management's UWMC Position: Q1 2026 in Review

SHP Wealth Management sold out of UWM Holdings (UWMC) in Q1 2026, closing a stake of 75 shares — an estimated $328 sold.

SHP Wealth Management first reported a position in UWMC in Q4 2025 and held it in 1 quarter. The position peaked at $328 in Q4 2025. 284 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

SHP Wealth Management reported no remaining UWM Holdings position as of Q1 2026 after selling out during the quarter.
SHP Wealth Management sold 75 UWM Holdings shares in Q1 2026, an estimated $328.
SHP Wealth Management first reported a position in UWM Holdings in Q4 2025 and held it in 1 quarter.
SHP Wealth Management's UWM Holdings position peaked at $328 in Q4 2025.
284 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.