Spire Wealth Management’s UWM Holdings UWMC Stock Holding History

Spire 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 Q2	$2.45K	Buy	1,070 +70	+7%	+$218	﹤0.01%	1967
2026 Q1	$3.62K	Hold	1,000	–	–	﹤0.01%	1912
2025 Q4	$4.38K	Hold	1,000	–	–	﹤0.01%	1942
2025 Q3	$6.09K	Hold	1,000	–	–	﹤0.01%	1910
2025 Q2	$4.14K	Hold	1,000	–	–	﹤0.01%	2003
2025 Q1	$5.46K	Hold	1,000	–	–	﹤0.01%	2035
2024 Q4	$5.87K	Hold	1,000	–	–	﹤0.01%	2002
2024 Q3	$8.52K	Hold	1,000	–	–	﹤0.01%	1681
2024 Q2	$6.93K	Hold	1,000	–	–	﹤0.01%	1747
2024 Q1	$7.26K	Hold	1,000	–	–	﹤0.01%	1815
2023 Q4	$6.35K	Hold	1,000	–	–	﹤0.01%	1896
2023 Q3	$4.85K	Hold	1,000	–	–	﹤0.01%	1950
2023 Q2	$5.6K	Hold	1,000	–	–	﹤0.01%	1970
2023 Q1	$4.91K	Hold	1,000	–	–	﹤0.01%	2038
2022 Q4	$3K	Hold	1,000	–	–	﹤0.01%	1999
2022 Q3	$3K	Sell	1,000 -3,776	-79%	-$13.9K	﹤0.01%	1896
2022 Q2	$17K	Buy	4,776 +90	+2%	+$345	﹤0.01%	1741
2022 Q1	$21K	Buy	4,686 +59	+1%	+$285	﹤0.01%	1795
2021 Q4	$27K	Buy	4,627 +53	+1%	+$358	﹤0.01%	2011
2021 Q3	$32K	Buy	4,574 +42	+0.9%	+$313	﹤0.01%	1663
2021 Q2	$38K	Buy	4,532 +32	+0.7%	+$268	﹤0.01%	1603
2021 Q1	$36K	Buy	+4,500	New	+$43.6K	﹤0.01%	1894

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

Spire Wealth Management's UWMC Position: Q2 2026 in Review

Spire Wealth Management increased its UWM Holdings (UWMC) stake by 7% in Q2 2026, buying an estimated $218 and bringing the position to 1,070 shares worth $2.45K. The position accounts for ﹤0.01% of the portfolio, ranked #1967.

Spire Wealth Management first reported a position in UWMC in Q1 2021 and has held it in 22 quarters since. The position peaked at $38K in Q2 2021. 292 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

Spire Wealth Management held 1,070 shares of UWM Holdings worth $2.45K as of Q2 2026.
Spire Wealth Management bought 70 UWM Holdings shares in Q2 2026, an estimated $218.
UWM Holdings made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1967 holding.
Spire Wealth Management first reported a position in UWM Holdings in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's UWM Holdings position peaked at $38K in Q2 2021.
292 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.