Advisors Asset Management’s UWM Holdings UWMC Stock Holding History

Advisors Asset 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	$1.35M	Buy	+589,425	New	+$1.83M	0.02%	734

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

Advisors Asset Management's UWMC Position: Q2 2026 in Review

Advisors Asset Management opened a new position in UWM Holdings (UWMC) in Q2 2026: 589,425 shares worth $1.35M. The stake represents 0.02% of the portfolio and ranks #734 among its holdings.

290 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

Advisors Asset Management held 589,425 shares of UWM Holdings worth $1.35M as of Q2 2026.
UWM Holdings was a new Advisors Asset Management position in Q2 2026.
UWM Holdings made up 0.02% of Advisors Asset Management's portfolio in Q2 2026, its #734 holding.
290 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Advisors Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.