Aigen Investment Management’s UWM Holdings UWMC Stock Holding History

Aigen Investment 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 Q1	$66.9K	Buy	+18,478	New	+$85K	0.02%	482
2025 Q4	–	Sell	-31,768	Closed	-$193K	–	1001
2025 Q3	$193K	Buy	+31,768	New	+$167K	0.03%	687
2025 Q2	–	Sell	-51,009	Closed	-$279K	–	1084
2025 Q1	$279K	Buy	51,009 +37,767	+285%	+$229K	0.04%	524
2024 Q4	$77.7K	Sell	13,242 -5,670	-30%	-$36.9K	0.01%	685
2024 Q3	$161K	Sell	18,912 -11,358	-38%	-$95.8K	0.03%	620
2024 Q2	$210K	Buy	+30,270	New	+$208K	0.04%	612
2024 Q1	–	Sell	-46,861	Closed	-$335K	–	1028
2023 Q4	$335K	Sell	46,861 -27,408	-37%	-$155K	0.06%	453
2023 Q3	$360K	Buy	+74,269	New	+$428K	0.07%	467

Other funds holding UWMC

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Freestone Grove Partners San Francisco, California $13.8B AUM 24.58% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return