WA
UWMC icon

Waddell & Associates’s UWM Holdings UWMC Stock Holding History

Waddell & Associates’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
-14,989
Closed -$54.3K – 585
2026
Q1 		$54.3K Buy
+14,989
New +$69K ﹤0.01% 444

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

Waddell & Associates's UWMC Position: Q2 2026 in Review

Waddell & Associates sold out of UWM Holdings (UWMC) in Q2 2026, closing a stake of 14,989 shares — an estimated $54.3K sold.

Waddell & Associates first reported a position in UWMC in Q1 2026 and held it in 1 quarter. The position peaked at $54.3K in Q1 2026. 22 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • Waddell & Associates reported no remaining UWM Holdings position as of Q2 2026 after selling out during the quarter.
  • Waddell & Associates sold 14,989 UWM Holdings shares in Q2 2026, an estimated $54.3K.
  • Waddell & Associates first reported a position in UWM Holdings in Q1 2026 and held it in 1 quarter.
  • Waddell & Associates's UWM Holdings position peaked at $54.3K in Q1 2026.
  • 22 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.