True Wealth Design’s UWM Holdings UWMC Stock Holding History

True Wealth Design’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	–	Sell	-160	Closed	-$580	–	2896
2026 Q1	$580	Sell	160 -1,737	-92%	-$7.99K	﹤0.01%	1999
2025 Q4	$8.31K	Buy	1,897 +1,768	+1,371%	+$9.51K	﹤0.01%	926
2025 Q3	$786	Sell	129 -21	-14%	-$110	﹤0.01%	1838
2025 Q2	$621	Sell	150 -178	-54%	-$782	﹤0.01%	1650
2025 Q1	$1.79K	Buy	328 +149	+83%	+$905	﹤0.01%	1047
2024 Q4	$1.05K	Buy	179 +143	+397%	+$931	﹤0.01%	924
2024 Q3	$307	Buy	+36	New	+$303	﹤0.01%	1157

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 40.91% 1-Year Est. Return

True Wealth Design's UWMC Position: Q2 2026 in Review

True Wealth Design sold out of UWM Holdings (UWMC) in Q2 2026, closing a stake of 160 shares — an estimated $580 sold.

True Wealth Design first reported a position in UWMC in Q3 2024 and held it in 7 quarters. The position peaked at $8.31K in Q4 2025. 291 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

True Wealth Design reported no remaining UWM Holdings position as of Q2 2026 after selling out during the quarter.
True Wealth Design sold 160 UWM Holdings shares in Q2 2026, an estimated $580.
True Wealth Design first reported a position in UWM Holdings in Q3 2024 and held it in 7 quarters.
True Wealth Design's UWM Holdings position peaked at $8.31K in Q4 2025.
291 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.