Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s UWM Holdings UWMC Stock Holding History

Wealth Enhancement Advisory Services’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 		$164K Sell
78,922
-18,931
-19% -$58.8K ﹤0.01% 3665
2026
Q1 		$364K Sell
97,853
-176,600
-64% -$813K ﹤0.01% 2596
2025
Q4 		$1.24M Buy
274,453
+63,449
+30% +$341K ﹤0.01% 1807
2025
Q3 		$1.13M Buy
211,004
+39,566
+23% +$207K ﹤0.01% 1773
2025
Q2 		$730K Buy
171,438
+52,718
+44% +$232K ﹤0.01% 1939
2025
Q1 		$648K Buy
118,720
+62,862
+113% +$382K ﹤0.01% 1865
2024
Q4 		$328K Buy
55,858
+6,976
+14% +$45.4K ﹤0.01% 2308
2024
Q3 		$416K Sell
48,882
-346
-0.7% -$2.92K ﹤0.01% 1951
2024
Q2 		$341K Sell
49,228
-2,504
-5% -$17.2K ﹤0.01% 1891
2024
Q1 		$376K Sell
51,732
-8,150
-14% -$55K ﹤0.01% 1761
2023
Q4 		$428K Sell
59,882
-1,958
-3% -$11.1K ﹤0.01% 1609
2023
Q3 		$300K Buy
+61,840
New +$356K ﹤0.01% 1740

Other funds holding UWMC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Wealth Enhancement Advisory Services's UWMC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its UWM Holdings (UWMC) stake by 19% in Q2 2026, selling an estimated $58.8K and leaving 78,922 shares worth $164K. The position accounts for ﹤0.01% of the portfolio, ranked #3665.

Wealth Enhancement Advisory Services first reported a position in UWMC in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.24M in Q4 2025. 292 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • Wealth Enhancement Advisory Services held 78,922 shares of UWM Holdings worth $164K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 18,931 UWM Holdings shares in Q2 2026, an estimated $58.8K.
  • UWM Holdings made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3665 holding.
  • Wealth Enhancement Advisory Services first reported a position in UWM Holdings in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's UWM Holdings position peaked at $1.24M in Q4 2025.
  • 292 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.