Summit Trail Advisors, LLC
- SEC CIK
- 0001698478
- Latest filing
- Aug 11, 2026
UWMC holding history
UWM Holdings Corp in every 13F filed by Summit Trail Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
UWMC overviewAll 13F holders of UWMCFull Q2 2026 holdings
- Shares (Q2 2026)
- 39,904
- Value
- $91.4K
- % of portfolio
- <0.1%
- Quarters held
- 5
- Since Q1 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 39,904 | $91.4K | <0.1% | −18,060−31.2% | Reduced | Holders |
| Q1 2026 | 57,964 | $209.8K | <0.1% | −56,493−49.4% | Reduced | Holders |
| Q4 2025 | 114,457 | $510.8K | <0.1% | +30,072+35.6% | Added | Holders |
| Q3 2025 | 84,385 | $521.4K | <0.1% | +84,385 | New | Holders |
| Q2 2025 | 0 | $0 | 0.0% | −22,567−100.0% | Sold out | Holders |
| Q1 2025 | 22,567 | $126.4K | <0.1% | +22,567 | New | Holders |