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Atlantic Private Wealth’s UWM Holdings UWMC Stock Holding History

Atlantic Private Wealth’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 		$2.29K Hold
1,000
– – ﹤0.01% 207
2026
Q1 		$3.62K Hold
1,000
– – ﹤0.01% 212
2025
Q4 		$4.38K Buy
+1,000
New +$5.38K ﹤0.01% 210

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
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

Atlantic Private Wealth's UWMC Position: Q2 2026 in Review

Atlantic Private Wealth held its UWM Holdings (UWMC) position steady in Q2 2026 at 1,000 shares worth $2.29K. The position accounts for ﹤0.01% of the portfolio, ranked #207.

Atlantic Private Wealth first reported a position in UWMC in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.38K in Q4 2025. 292 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • Atlantic Private Wealth held 1,000 shares of UWM Holdings worth $2.29K as of Q2 2026.
  • Atlantic Private Wealth left its UWM Holdings share count unchanged in Q2 2026.
  • UWM Holdings made up ﹤0.01% of Atlantic Private Wealth's portfolio in Q2 2026, its #207 holding.
  • Atlantic Private Wealth first reported a position in UWM Holdings in Q4 2025 and has held it in 3 quarters since.
  • Atlantic Private Wealth's UWM Holdings position peaked at $4.38K in Q4 2025.
  • 292 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Atlantic Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.