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 Q2	–	Sell	-18,478	Closed	-$66.9K	–	807
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 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 40.89% 1-Year Est. Return

Aigen Investment Management's UWMC Position: Q2 2026 in Review

Aigen Investment Management sold out of UWM Holdings (UWMC) in Q2 2026, closing a stake of 18,478 shares — an estimated $66.9K sold.

Aigen Investment Management first reported a position in UWMC in Q3 2023 and held it in 8 quarters. The position peaked at $360K in Q3 2023. 293 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

Aigen Investment Management reported no remaining UWM Holdings position as of Q2 2026 after selling out during the quarter.
Aigen Investment Management sold 18,478 UWM Holdings shares in Q2 2026, an estimated $66.9K.
Aigen Investment Management first reported a position in UWM Holdings in Q3 2023 and held it in 8 quarters.
Aigen Investment Management's UWM Holdings position peaked at $360K in Q3 2023.
293 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

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