SkyOak Wealth’s UWM Holdings UWMC Stock Holding History

SkyOak Wealth’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	$69.5K	Buy	30,348 +14,921	+97%	+$46.4K	0.01%	249
2026 Q1	$55.8K	Buy	15,427 +198	+1%	+$911	0.01%	252
2025 Q4	$66.7K	Buy	15,229 +5,102	+50%	+$27.4K	0.01%	247
2025 Q3	$61.7K	Buy	+10,127	New	+$53.1K	0.01%	245

Other funds holding UWMC

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

SkyOak Wealth's UWMC Position: Q2 2026 in Review

SkyOak Wealth increased its UWM Holdings (UWMC) stake by 97% in Q2 2026, buying an estimated $46.4K and bringing the position to 30,348 shares worth $69.5K. The position accounts for 0.01% of the portfolio, ranked #249.

SkyOak Wealth first reported a position in UWMC in Q3 2025 and has held it in 4 quarters since. 292 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

SkyOak Wealth held 30,348 shares of UWM Holdings worth $69.5K as of Q2 2026.
SkyOak Wealth bought 14,921 UWM Holdings shares in Q2 2026, an estimated $46.4K.
UWM Holdings made up 0.01% of SkyOak Wealth's portfolio in Q2 2026, its #249 holding.
SkyOak Wealth first reported a position in UWM Holdings in Q3 2025 and has held it in 4 quarters since.
292 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.