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Spartan Wealth Advisory Services LLC’s UWM Holdings UWMC Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$268K Buy
117,147
+8,976
+8% +$27.9K 0.02% 276
2026
Q1 		$392K Buy
+108,171
New +$498K 0.03% 234

Other funds holding UWMC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
FGP
Freestone Grove Partners San Francisco, California $15.6B AUM 27.39% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's UWMC Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC increased its UWM Holdings (UWMC) stake by 8.3% in Q2 2026, buying an estimated $27.9K and bringing the position to 117,147 shares worth $268K. The position accounts for 0.02% of the portfolio, ranked #276.

Spartan Wealth Advisory Services LLC first reported a position in UWMC in Q1 2026 and has held it in 2 quarters since. The position peaked at $392K in Q1 2026. 264 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 117,147 shares of UWM Holdings worth $268K as of Q2 2026.
  • Spartan Wealth Advisory Services LLC bought 8,976 UWM Holdings shares in Q2 2026, an estimated $27.9K.
  • UWM Holdings made up 0.02% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #276 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in UWM Holdings in Q1 2026 and has held it in 2 quarters since.
  • Spartan Wealth Advisory Services LLC's UWM Holdings position peaked at $392K in Q1 2026.
  • 264 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.