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Sunbelt Securities’s UWM Holdings UWMC Stock Holding History

Sunbelt Securities’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 		$4.56K Buy
1,259
+27
+2% +$124 ﹤0.01% 1711
2025
Q4 		$5.4K Buy
1,232
+22
+2% +$118 ﹤0.01% 1618
2025
Q3 		$7.37K Buy
+1,210
New +$6.34K ﹤0.01% 1521
2024
Q4 		– Sell
-1,011
Closed -$8.61K – 1927
2024
Q3 		$8.61K Buy
1,011
+14
+1% +$118 ﹤0.01% 1324
2024
Q2 		$6.91K Buy
997
+16
+2% +$110 ﹤0.01% 1335
2024
Q1 		$7.13K Buy
981
+14
+1% +$94 ﹤0.01% 1297
2023
Q4 		$6.91K Buy
967
+19
+2% +$107 ﹤0.01% 1241
2023
Q3 		$4.6K Buy
948
+18
+2% +$104 ﹤0.01% 1330
2023
Q2 		$5.21K Buy
930
+17
+2% +$92 ﹤0.01% 1316
2023
Q1 		$4.46K Buy
+913
New +$4K ﹤0.01% 1319

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

Sunbelt Securities's UWMC Position: Q1 2026 in Review

Sunbelt Securities increased its UWM Holdings (UWMC) stake by 2.2% in Q1 2026, buying an estimated $124 and bringing the position to 1,259 shares worth $4.56K. The position accounts for ﹤0.01% of the portfolio, ranked #1711.

Sunbelt Securities first reported a position in UWMC in Q1 2023 and has held it in 10 quarters since. The position peaked at $8.61K in Q3 2024. 283 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

  • Sunbelt Securities held 1,259 shares of UWM Holdings worth $4.56K as of Q1 2026.
  • Sunbelt Securities bought 27 UWM Holdings shares in Q1 2026, an estimated $124.
  • UWM Holdings made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1711 holding.
  • Sunbelt Securities first reported a position in UWM Holdings in Q1 2023 and has held it in 10 quarters since.
  • Sunbelt Securities's UWM Holdings position peaked at $8.61K in Q3 2024.
  • 283 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.