Ameriprise
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Ameriprise’s UWM Holdings UWMC Stock Holding History

Ameriprise’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 		– Sell
-20,123
Closed -$89.6K – 4227
2025
Q4 		$89.6K Sell
20,123
-8,742
-30% -$47K ﹤0.01% 4008
2025
Q3 		$177K Buy
28,865
+9,771
+51% +$51.2K ﹤0.01% 3920
2025
Q2 		$79.5K Sell
19,094
-6,255
-25% -$27.5K ﹤0.01% 3897
2025
Q1 		$140K Sell
25,349
-50,889
-67% -$309K ﹤0.01% 3839
2024
Q4 		$448K Buy
76,238
+62,370
+450% +$406K ﹤0.01% 3563
2024
Q3 		$119K Buy
13,868
+2,536
+22% +$21.4K ﹤0.01% 3820
2024
Q2 		$79.1K Sell
11,332
-61,533
-84% -$423K ﹤0.01% 3792
2024
Q1 		$530K Buy
72,865
+62,550
+606% +$422K ﹤0.01% 3397
2023
Q4 		$74.6K Sell
10,315
-31,137
-75% -$176K ﹤0.01% 3837
2023
Q3 		$202K Buy
41,452
+616
+2% +$3.55K ﹤0.01% 3702
2023
Q2 		$230K Sell
40,836
-1,822
-4% -$9.81K ﹤0.01% 3692
2023
Q1 		$210K Buy
42,658
+1,695
+4% +$7.43K ﹤0.01% 3719
2022
Q4 		$137K Sell
40,963
-8,501
-17% -$31.9K ﹤0.01% 3767
2022
Q3 		$147K Sell
49,464
-3,445
-7% -$12.7K ﹤0.01% 3759
2022
Q2 		$190K Buy
52,909
+6,616
+14% +$25.4K ﹤0.01% 3693
2022
Q1 		$211K Sell
46,293
-14,675
-24% -$70.8K ﹤0.01% 3748
2021
Q4 		$363K Buy
60,968
+11,681
+24% +$78.8K ﹤0.01% 3615
2021
Q3 		$343K Buy
49,287
+10,187
+26% +$75.8K ﹤0.01% 3520
2021
Q2 		$330K Buy
+39,100
New +$327K ﹤0.01% 3602

Other funds holding UWMC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
FGP
Freestone Grove Partners San Francisco, California $14.2B AUM 24.58% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B 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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise's UWMC Position: Q1 2026 in Review

Ameriprise sold out of UWM Holdings (UWMC) in Q1 2026, closing a stake of 20,123 shares — an estimated $89.6K sold.

Ameriprise first reported a position in UWMC in Q2 2021 and held it in 19 quarters. The position peaked at $530K in Q1 2024. 283 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

  • Ameriprise reported no remaining UWM Holdings position as of Q1 2026 after selling out during the quarter.
  • Ameriprise sold 20,123 UWM Holdings shares in Q1 2026, an estimated $89.6K.
  • Ameriprise first reported a position in UWM Holdings in Q2 2021 and held it in 19 quarters.
  • Ameriprise's UWM Holdings position peaked at $530K in Q1 2024.
  • 283 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.