TMWM
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Taylor & Morgan Wealth Management’s UWM Holdings UWMC Stock Holding History

Taylor & Morgan 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 		$83.3K Buy
36,391
+925
+3% +$2.88K 0.04% 88
2026
Q1 		$128K Buy
35,466
+748
+2% +$3.44K 0.07% 78
2025
Q4 		$152K Buy
34,718
+643
+2% +$3.46K 0.09% 79
2025
Q3 		$208K Buy
34,075
+811
+2% +$4.25K 0.13% 73
2025
Q2 		$138K Buy
33,264
+747
+2% +$3.28K 0.09% 69
2025
Q1 		$178K Buy
32,517
+594
+2% +$3.61K 0.13% 65
2024
Q4 		$187K Buy
31,923
+438
+1% +$2.85K 0.13% 70
2024
Q3 		$268K Buy
31,485
+422
+1% +$3.56K 0.18% 55
2024
Q2 		$215K Buy
31,063
+479
+2% +$3.29K 0.15% 59
2024
Q1 		$222K Buy
30,584
+455
+2% +$3.07K 0.16% 58
2023
Q4 		$215K Buy
30,129
+571
+2% +$3.22K 0.17% 59
2023
Q3 		$143K Buy
29,558
+510
+2% +$2.94K 0.13% 57
2023
Q2 		$163K Buy
29,048
+2,595
+10% +$14K 0.13% 63
2023
Q1 		$130K Buy
26,453
+693
+3% +$3.04K 0.11% 63
2022
Q4 		$85.3K Buy
25,760
+770
+3% +$2.89K 0.08% 64
2022
Q3 		$73K Buy
24,990
+2,100
+9% +$7.73K 0.07% 62
2022
Q2 		$81K Buy
22,890
+538
+2% +$2.06K 0.08% 64
2022
Q1 		$101K Buy
22,352
+372
+2% +$1.79K 0.08% 62
2021
Q4 		$130K Buy
+21,980
New +$148K 0.11% 65

Other funds holding UWMC

OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
PCWA
Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
LGA
Lebenthal Global Advisors Hauppauge, New York $741M AUM 22.36% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Taylor & Morgan Wealth Management's UWMC Position: Q2 2026 in Review

Taylor & Morgan Wealth Management increased its UWM Holdings (UWMC) stake by 2.6% in Q2 2026, buying an estimated $2.88K and bringing the position to 36,391 shares worth $83.3K. The position accounts for 0.04% of the portfolio, ranked #88.

Taylor & Morgan Wealth Management first reported a position in UWMC in Q4 2021 and has held it in 19 quarters since. The position peaked at $268K in Q3 2024. 64 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • Taylor & Morgan Wealth Management held 36,391 shares of UWM Holdings worth $83.3K as of Q2 2026.
  • Taylor & Morgan Wealth Management bought 925 UWM Holdings shares in Q2 2026, an estimated $2.88K.
  • UWM Holdings made up 0.04% of Taylor & Morgan Wealth Management's portfolio in Q2 2026, its #88 holding.
  • Taylor & Morgan Wealth Management first reported a position in UWM Holdings in Q4 2021 and has held it in 19 quarters since.
  • Taylor & Morgan Wealth Management's UWM Holdings position peaked at $268K in Q3 2024.
  • 64 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Taylor & Morgan Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.