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Trace Wealth Advisors’s UWM Holdings UWMC Stock Holding History

Trace Wealth 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
Q1 		$81.5K Hold
22,500
– – 0.06% 65
2025
Q4 		$98.5K Hold
22,500
– – 0.07% 70
2025
Q3 		$137K Hold
22,500
– – 0.1% 68
2025
Q2 		$93.2K Hold
22,500
– – 0.08% 57
2025
Q1 		$123K Hold
22,500
– – 0.11% 57
2024
Q4 		$132K Buy
+22,500
New +$146K 0.12% 56

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

Trace Wealth Advisors's UWMC Position: Q1 2026 in Review

Trace Wealth Advisors held its UWM Holdings (UWMC) position steady in Q1 2026 at 22,500 shares worth $81.5K. The position accounts for 0.06% of the portfolio, ranked #65.

Trace Wealth Advisors first reported a position in UWMC in Q4 2024 and has held it in 6 quarters since. The position peaked at $137K in Q3 2025. 283 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

  • Trace Wealth Advisors held 22,500 shares of UWM Holdings worth $81.5K as of Q1 2026.
  • Trace Wealth Advisors left its UWM Holdings share count unchanged in Q1 2026.
  • UWM Holdings made up 0.06% of Trace Wealth Advisors's portfolio in Q1 2026, its #65 holding.
  • Trace Wealth Advisors first reported a position in UWM Holdings in Q4 2024 and has held it in 6 quarters since.
  • Trace Wealth Advisors's UWM Holdings position peaked at $137K in Q3 2025.
  • 283 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on Trace Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.