Third View Private Wealth
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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
Q3 		$28.1K Hold
23,775
– – ﹤0.01% 273
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
SEP
Signature Equity Partners Columbus, Ohio $287M AUM 21.26% 1-Year Est. Return
Pacific Capital Wealth Advisors
Pacific Capital Wealth Advisors Corona, California $698M AUM 9.63% 1-Year Est. Return
180 Wealth Advisors
180 Wealth Advisors Federal Way, Washington $1.04B AUM 41.44% 1-Year Est. Return
Dymon Asia Capital (Singapore)
Dymon Asia Capital (Singapore) Singapore $2.21B AUM 109.09% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Carrera Capital Advisors
Carrera Capital Advisors Troy, Michigan $705M AUM 12.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Third View Private Wealth's UWMC Position: Q3 2026 in Review

Third View Private Wealth held its UWM Holdings (UWMC) position steady in Q3 2026 at 23,775 shares worth $28.1K. The position accounts for ﹤0.01% of the portfolio, ranked #273.

Third View Private Wealth first reported a position in UWMC in Q4 2025 and has held it in 4 quarters since. The position peaked at $132K in Q4 2025. 121 funds tracked by Wall St. Rank hold UWMC as of Q3 2026.

  • Third View Private Wealth held 23,775 shares of UWM Holdings worth $28.1K as of Q3 2026.
  • Third View Private Wealth left its UWM Holdings share count unchanged in Q3 2026.
  • UWM Holdings made up ﹤0.01% of Third View Private Wealth's portfolio in Q3 2026, its #273 holding.
  • Third View Private Wealth first reported a position in UWM Holdings in Q4 2025 and has held it in 4 quarters since.
  • Third View Private Wealth's UWM Holdings position peaked at $132K in Q4 2025.
  • 121 funds tracked by Wall St. Rank held UWM Holdings as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.