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Third View Private Wealth’s UWM Holdings UWMC Stock Holding History

Third View Private Wealth’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 		$54.4K Sell
23,775
-6,250
-21% -$19.4K 0.01% 289
2026
Q1 		$109K Hold
30,025
– – 0.01% 264
2025
Q4 		$132K Buy
+30,025
New +$162K 0.02% 267

Other funds holding UWMC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SEP
Signature Equity Partners Columbus, Ohio $218M AUM
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
CCA
Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 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

Third View Private Wealth's UWMC Position: Q2 2026 in Review

Third View Private Wealth reduced its UWM Holdings (UWMC) stake by 21% in Q2 2026, selling an estimated $19.4K and leaving 23,775 shares worth $54.4K. The position accounts for 0.01% of the portfolio, ranked #289.

Third View Private Wealth first reported a position in UWMC in Q4 2025 and has held it in 3 quarters since. The position peaked at $132K in Q4 2025. 113 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • Third View Private Wealth held 23,775 shares of UWM Holdings worth $54.4K as of Q2 2026.
  • Third View Private Wealth sold 6,250 UWM Holdings shares in Q2 2026, an estimated $19.4K.
  • UWM Holdings made up 0.01% of Third View Private Wealth's portfolio in Q2 2026, its #289 holding.
  • Third View Private Wealth first reported a position in UWM Holdings in Q4 2025 and has held it in 3 quarters since.
  • Third View Private Wealth's UWM Holdings position peaked at $132K in Q4 2025.
  • 113 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.