Tradewinds Capital Management’s UWM Holdings UWMC Stock Holding History

Tradewinds Capital 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 Q1	$724	Hold	200	–	–	﹤0.01%	623
2025 Q4	$876	Hold	200	–	–	﹤0.01%	589
2025 Q3	$1.22K	Hold	200	–	–	﹤0.01%	553
2025 Q2	$828	Hold	200	–	–	﹤0.01%	535
2025 Q1	$1.09K	Hold	200	–	–	﹤0.01%	535
2024 Q4	$1.17K	Sell	200 -350	-64%	-$2.28K	﹤0.01%	533
2024 Q3	$4.69K	Buy	550 +350	+175%	+$2.95K	﹤0.01%	410
2024 Q2	$1.39K	Hold	200	–	–	﹤0.01%	473
2024 Q1	$1.45K	Hold	200	–	–	﹤0.01%	438
2023 Q4	$1.43K	Hold	200	–	–	﹤0.01%	370
2023 Q3	$970	Hold	200	–	–	﹤0.01%	389
2023 Q2	$1.12K	Hold	200	–	–	﹤0.01%	377
2023 Q1	$982	Hold	200	–	–	﹤0.01%	381
2022 Q4	$662	Hold	200	–	–	﹤0.01%	436
2022 Q3	$1K	Hold	200	–	–	﹤0.01%	404
2022 Q2	$1K	Buy	+200	New	+$766	﹤0.01%	419

Other funds holding UWMC

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $124B AUM 33.93% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Tradewinds Capital Management's UWMC Position: Q1 2026 in Review

Tradewinds Capital Management held its UWM Holdings (UWMC) position steady in Q1 2026 at 200 shares worth $724. The position accounts for ﹤0.01% of the portfolio, ranked #623.

Tradewinds Capital Management first reported a position in UWMC in Q2 2022 and has held it in 16 quarters since. The position peaked at $4.69K in Q3 2024. 283 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

Tradewinds Capital Management held 200 shares of UWM Holdings worth $724 as of Q1 2026.
Tradewinds Capital Management left its UWM Holdings share count unchanged in Q1 2026.
UWM Holdings made up ﹤0.01% of Tradewinds Capital Management's portfolio in Q1 2026, its #623 holding.
Tradewinds Capital Management first reported a position in UWM Holdings in Q2 2022 and has held it in 16 quarters since.
Tradewinds Capital Management's UWM Holdings position peaked at $4.69K in Q3 2024.
283 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on Tradewinds Capital Management's 13F filing for Q1 2026, filed 15 Apr 2026.