Steward Partners Investment Advisory’s UWM Holdings UWMC Stock Holding History

Steward Partners Investment Advisory’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	$3.49M	Buy	963,777 +15	+0%	+$69	0.02%	643
2025 Q4	$4.22M	Buy	963,762 +13	+0%	+$70	0.02%	520
2025 Q3	$5.87M	Buy	963,749 +16	+0%	+$84	0.03%	431
2025 Q2	$3.99M	Buy	963,733 +962,470	+76,205%	+$4.23M	0.03%	489
2025 Q1	$6.89K	Buy	1,263 +612	+94%	+$3.72K	﹤0.01%	3268
2024 Q4	$3.82K	Buy	651 +9	+1%	+$59	﹤0.01%	3456
2024 Q3	$5.47K	Buy	642 +9	+1%	+$76	﹤0.01%	3156
2024 Q2	$4.39K	Buy	633 +9	+1%	+$62	﹤0.01%	3083
2024 Q1	$4.53K	Buy	624 +10	+2%	+$67	﹤0.01%	3076
2023 Q4	$4.39K	Buy	614 +11	+2%	+$62	﹤0.01%	3008
2023 Q3	$2.92K	Buy	603 +11	+2%	+$63	﹤0.01%	2997
2023 Q2	$3.31K	Buy	592 +11	+2%	+$59	﹤0.01%	2921
2023 Q1	$2.85K	Buy	581 +308	+113%	+$1.35K	﹤0.01%	2952
2022 Q4	$905	Buy	273 +8	+3%	+$30	﹤0.01%	3131
2022 Q3	$1K	Buy	265 +6	+2%	+$22	﹤0.01%	3176
2022 Q2	$1K	Buy	259 +104	+67%	+$399	﹤0.01%	3176
2022 Q1	$1K	Buy	155 +3	+2%	+$14	﹤0.01%	3229
2021 Q4	$1K	Buy	152 +2	+1%	+$13	﹤0.01%	3131
2021 Q3	$1K	Hold	150	–	–	﹤0.01%	3107
2021 Q2	$1K	Sell	150 -53	-26%	-$444	﹤0.01%	6997
2021 Q1	$1.61K	Buy	+203	New	+$1.97K	﹤0.01%	3260

Other funds holding UWMC

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

BlackRock New York $5.72T AUM 30.48% 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

Steward Partners Investment Advisory's UWMC Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its UWM Holdings (UWMC) stake by 0% in Q1 2026, buying an estimated $69 and bringing the position to 963,777 shares worth $3.49M. The position accounts for 0.02% of the portfolio, ranked #643.

Steward Partners Investment Advisory first reported a position in UWMC in Q1 2021 and has held it in 21 quarters since. The position peaked at $5.87M in Q3 2025. 283 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

Steward Partners Investment Advisory held 963,777 shares of UWM Holdings worth $3.49M as of Q1 2026.
Steward Partners Investment Advisory bought 15 UWM Holdings shares in Q1 2026, an estimated $69.
UWM Holdings made up 0.02% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #643 holding.
Steward Partners Investment Advisory first reported a position in UWM Holdings in Q1 2021 and has held it in 21 quarters since.
Steward Partners Investment Advisory's UWM Holdings position peaked at $5.87M in Q3 2025.
283 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.