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 Q2	$51.5K	Hold	22,500	–	–	0.03%	68
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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Trace Wealth Advisors's UWMC Position: Q2 2026 in Review

Trace Wealth Advisors held its UWM Holdings (UWMC) position steady in Q2 2026 at 22,500 shares worth $51.5K. The position accounts for 0.03% of the portfolio, ranked #68.

Trace Wealth Advisors first reported a position in UWMC in Q4 2024 and has held it in 7 quarters since. The position peaked at $137K in Q3 2025. 292 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

Trace Wealth Advisors held 22,500 shares of UWM Holdings worth $51.5K as of Q2 2026.
Trace Wealth Advisors left its UWM Holdings share count unchanged in Q2 2026.
UWM Holdings made up 0.03% of Trace Wealth Advisors's portfolio in Q2 2026, its #68 holding.
Trace Wealth Advisors first reported a position in UWM Holdings in Q4 2024 and has held it in 7 quarters since.
Trace Wealth Advisors's UWM Holdings position peaked at $137K in Q3 2025.
292 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Trace Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.