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SignatureFD’s UWM Holdings UWMC Stock Holding History

SignatureFD’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 		$32.5K Buy
14,211
+6,297
+80% +$19.6K ﹤0.01% 2105
2026
Q1 		$28.6K Sell
7,914
-3,839
-33% -$17.7K ﹤0.01% 2035
2025
Q4 		$51.5K Buy
11,753
+1,161
+11% +$6.25K ﹤0.01% 1635
2025
Q3 		$64.5K Buy
10,592
+5,569
+111% +$29.2K ﹤0.01% 1504
2025
Q2 		$20.8K Sell
5,023
-3,136
-38% -$13.8K ﹤0.01% 2036
2025
Q1 		$44.5K Buy
8,159
+4,693
+135% +$28.5K ﹤0.01% 1636
2024
Q4 		$20.3K Sell
3,466
-3,049
-47% -$19.8K ﹤0.01% 2055
2024
Q3 		$55.5K Buy
6,515
+1,135
+21% +$9.57K ﹤0.01% 1516
2024
Q2 		$37.3K Buy
5,380
+1,105
+26% +$7.59K ﹤0.01% 1657
2024
Q1 		$31K Buy
4,275
+1,014
+31% +$6.84K ﹤0.01% 1784
2023
Q4 		$23.3K Buy
3,261
+466
+17% +$2.63K ﹤0.01% 1852
2023
Q3 		$13.6K Buy
2,795
+774
+38% +$4.46K ﹤0.01% 2046
2023
Q2 		$11.3K Buy
2,021
+273
+16% +$1.47K ﹤0.01% 2182
2023
Q1 		$8.58K Sell
1,748
-573
-25% -$2.51K ﹤0.01% 2282
2022
Q4 		$7.68K Buy
+2,321
New +$8.7K ﹤0.01% 2264

Other funds holding UWMC

OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
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
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 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

SignatureFD's UWMC Position: Q2 2026 in Review

SignatureFD increased its UWM Holdings (UWMC) stake by 80% in Q2 2026, buying an estimated $19.6K and bringing the position to 14,211 shares worth $32.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2105.

SignatureFD first reported a position in UWMC in Q4 2022 and has held it in 15 quarters since. The position peaked at $64.5K in Q3 2025. 46 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • SignatureFD held 14,211 shares of UWM Holdings worth $32.5K as of Q2 2026.
  • SignatureFD bought 6,297 UWM Holdings shares in Q2 2026, an estimated $19.6K.
  • UWM Holdings made up ﹤0.01% of SignatureFD's portfolio in Q2 2026, its #2105 holding.
  • SignatureFD first reported a position in UWM Holdings in Q4 2022 and has held it in 15 quarters since.
  • SignatureFD's UWM Holdings position peaked at $64.5K in Q3 2025.
  • 46 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.