VCM
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Versant Capital Management’s UWM Holdings UWMC Stock Holding History

Versant 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
Q2 		– Sell
-4
Closed -$14 – 2858
2026
Q1 		$14 Sell
4
-11,721
-100% -$53.9K ﹤0.01% 2775
2025
Q4 		$51.4K Buy
11,725
+1,025
+10% +$5.51K 0.01% 1075
2025
Q3 		$65.2K Buy
10,700
+5,484
+105% +$28.8K 0.01% 907
2025
Q2 		$21.6K Buy
5,216
+4,671
+857% +$20.5K ﹤0.01% 1485
2025
Q1 		$2.98K Buy
+545
New +$3.31K ﹤0.01% 2203

Other funds holding UWMC

1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
PCWA
Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
TMWM
Taylor & Morgan Wealth Management Flint, Michigan $203M AUM 24.74% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Versant Capital Management's UWMC Position: Q2 2026 in Review

Versant Capital Management sold out of UWM Holdings (UWMC) in Q2 2026, closing a stake of 4 shares — an estimated $14 sold.

Versant Capital Management first reported a position in UWMC in Q1 2025 and held it in 5 quarters. The position peaked at $65.2K in Q3 2025. 22 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • Versant Capital Management reported no remaining UWM Holdings position as of Q2 2026 after selling out during the quarter.
  • Versant Capital Management sold 4 UWM Holdings shares in Q2 2026, an estimated $14.
  • Versant Capital Management first reported a position in UWM Holdings in Q1 2025 and held it in 5 quarters.
  • Versant Capital Management's UWM Holdings position peaked at $65.2K in Q3 2025.
  • 22 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Versant Capital Management's 13F filing for Q2 2026, filed 2 Jul 2026.