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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
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 $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

Atlantic Private Wealth's UWMC Position: Q1 2026 in Review

Atlantic Private Wealth held its UWM Holdings (UWMC) position steady in Q1 2026 at 1,000 shares worth $3.62K. The position accounts for ﹤0.01% of the portfolio, ranked #212.

Atlantic Private Wealth first reported a position in UWMC in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.38K in Q4 2025. 283 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

  • Atlantic Private Wealth held 1,000 shares of UWM Holdings worth $3.62K as of Q1 2026.
  • Atlantic Private Wealth left its UWM Holdings share count unchanged in Q1 2026.
  • UWM Holdings made up ﹤0.01% of Atlantic Private Wealth's portfolio in Q1 2026, its #212 holding.
  • Atlantic Private Wealth first reported a position in UWM Holdings in Q4 2025 and has held it in 2 quarters since.
  • Atlantic Private Wealth's UWM Holdings position peaked at $4.38K in Q4 2025.
  • 283 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.