Barclays
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Barclays’s UWM Holdings UWMC Stock Holding History

Barclays’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
Q3 		$159K Sell
134,522
-7,447
-5% -$12K ﹤0.01% 4092
2026
Q2 		$325K Buy
141,969
+54,426
+62% +$169K ﹤0.01% 3448
2026
Q1 		$317K Sell
87,543
-398,289
-82% -$1.83M ﹤0.01% 3446
2025
Q4 		$2.13M Buy
485,832
+382,735
+371% +$2.06M ﹤0.01% 2883
2025
Q3 		$628K Sell
103,097
-38,041
-27% -$199K ﹤0.01% 3664
2025
Q2 		$584K Buy
141,138
+49,063
+53% +$216K ﹤0.01% 3678
2025
Q1 		$503K Sell
92,075
-60,837
-40% -$370K ﹤0.01% 3532
2024
Q4 		$898K Buy
152,912
+126,890
+488% +$826K ﹤0.01% 3445
2024
Q3 		$222K Buy
26,022
+21,579
+486% +$182K ﹤0.01% 4237
2024
Q2 		$30.8K Sell
4,443
-15,486
-78% -$106K ﹤0.01% 4359
2024
Q1 		$145K Sell
19,929
-12,118
-38% -$81.8K ﹤0.01% 4280
2023
Q4 		$229K Buy
32,047
+625
+2% +$3.53K ﹤0.01% 4357
2023
Q3 		$152K Sell
31,422
-52,511
-63% -$303K ﹤0.01% 3412
2023
Q2 		$470K Buy
83,933
+26,467
+46% +$143K ﹤0.01% 2792
2023
Q1 		$282K Buy
57,466
+40,030
+230% +$176K ﹤0.01% 3612
2022
Q4 		$57.7K Buy
17,436
+7,604
+77% +$28.5K ﹤0.01% 4499
2022
Q3 		$28K Sell
9,832
-18,189
-65% -$67K ﹤0.01% 3961
2022
Q2 		$99K Sell
28,021
-4,602
-14% -$17.6K ﹤0.01% 3777
2022
Q1 		$148K Buy
+32,623
New +$157K ﹤0.01% 3600

Other funds holding UWMC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Shenkman Capital Management
Shenkman Capital Management New York $610M AUM 1.13% 1-Year Est. Return
SEP
Signature Equity Partners Columbus, Ohio $287M AUM 21.26% 1-Year Est. Return
Pacific Capital Wealth Advisors
Pacific Capital Wealth Advisors Corona, California $698M AUM 9.63% 1-Year Est. Return
180 Wealth Advisors
180 Wealth Advisors Federal Way, Washington $1.04B AUM 41.44% 1-Year Est. Return
Dymon Asia Capital (Singapore)
Dymon Asia Capital (Singapore) Singapore $2.21B AUM 109.09% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Barclays's UWMC Position: Q3 2026 in Review

Barclays reduced its UWM Holdings (UWMC) stake by 5.2% in Q3 2026, selling an estimated $12K and leaving 134,522 shares worth $159K. The position accounts for ﹤0.01% of the portfolio, ranked #4092.

Barclays first reported a position in UWMC in Q1 2022 and has held it in 19 quarters since. The position peaked at $2.13M in Q4 2025. 155 funds tracked by Wall St. Rank hold UWMC as of Q3 2026.

  • Barclays held 134,522 shares of UWM Holdings worth $159K as of Q3 2026.
  • Barclays sold 7,447 UWM Holdings shares in Q3 2026, an estimated $12K.
  • UWM Holdings made up ﹤0.01% of Barclays's portfolio in Q3 2026, its #4092 holding.
  • Barclays first reported a position in UWM Holdings in Q1 2022 and has held it in 19 quarters since.
  • Barclays's UWM Holdings position peaked at $2.13M in Q4 2025.
  • 155 funds tracked by Wall St. Rank held UWM Holdings as of Q3 2026.

Based on Barclays's 13F filing for Q3 2026, filed 6 Nov 2026.