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Summit Trail Advisors’s UWM Holdings UWMC Stock Holding History

Summit Trail Advisors’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 		$210K Sell
57,964
-56,493
-49% -$260K ﹤0.01% 1368
2025
Q4 		$511K Buy
114,457
+30,072
+36% +$162K 0.01% 1069
2025
Q3 		$521K Buy
+84,385
New +$442K 0.01% 1071
2025
Q2 		– Sell
-22,567
Closed -$126K – 1145
2025
Q1 		$126K Buy
+22,567
New +$137K ﹤0.01% 399

Other funds holding UWMC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Summit Trail Advisors's UWMC Position: Q1 2026 in Review

Summit Trail Advisors reduced its UWM Holdings (UWMC) stake by 49% in Q1 2026, selling an estimated $260K and leaving 57,964 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #1368.

Summit Trail Advisors first reported a position in UWMC in Q1 2025 and has held it in 4 quarters since. The position peaked at $521K in Q3 2025. 283 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

  • Summit Trail Advisors held 57,964 shares of UWM Holdings worth $210K as of Q1 2026.
  • Summit Trail Advisors sold 56,493 UWM Holdings shares in Q1 2026, an estimated $260K.
  • UWM Holdings made up ﹤0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1368 holding.
  • Summit Trail Advisors first reported a position in UWM Holdings in Q1 2025 and has held it in 4 quarters since.
  • Summit Trail Advisors's UWM Holdings position peaked at $521K in Q3 2025.
  • 283 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.