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
Q2 		$26.2M Buy
+11,422,221
New +$35.5M 0.01% 1337
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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Ameriprise's UWMC Position: Q2 2026 in Review

Ameriprise opened a new position in UWM Holdings (UWMC) in Q2 2026: 11,422,221 shares worth $26.2M. The stake represents 0.01% of the portfolio and ranks #1337 among its holdings. This is a return to the name: Ameriprise previously reported a position in UWMC as recently as Q4 2025.

Ameriprise first reported a position in UWMC in Q2 2021 and has held it in 20 quarters since. 292 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • Ameriprise held 11,422,221 shares of UWM Holdings worth $26.2M as of Q2 2026.
  • UWM Holdings was a new Ameriprise position in Q2 2026.
  • UWM Holdings made up 0.01% of Ameriprise's portfolio in Q2 2026, its #1337 holding.
  • Ameriprise first reported a position in UWM Holdings in Q2 2021 and has held it in 20 quarters since.
  • 292 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.