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 Q2	$91.4K	Sell	39,904 -18,060	-31%	-$56.1K	﹤0.01%	1458
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 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

Summit Trail Advisors's UWMC Position: Q2 2026 in Review

Summit Trail Advisors reduced its UWM Holdings (UWMC) stake by 31% in Q2 2026, selling an estimated $56.1K and leaving 39,904 shares worth $91.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1458.

Summit Trail Advisors first reported a position in UWMC in Q1 2025 and has held it in 5 quarters since. The position peaked at $521K in Q3 2025. 292 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

Summit Trail Advisors held 39,904 shares of UWM Holdings worth $91.4K as of Q2 2026.
Summit Trail Advisors sold 18,060 UWM Holdings shares in Q2 2026, an estimated $56.1K.
UWM Holdings made up ﹤0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1458 holding.
Summit Trail Advisors first reported a position in UWM Holdings in Q1 2025 and has held it in 5 quarters since.
Summit Trail Advisors's UWM Holdings position peaked at $521K in Q3 2025.
292 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.