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Blue Trust Inc’s UWM Holdings UWMC Stock Holding History

Blue Trust Inc’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
-68
Closed -$298 – 2688
2025
Q4 		$298 Buy
68
+29
+74% +$156 ﹤0.01% 2455
2025
Q3 		$238 Hold
39
– – ﹤0.01% 2506
2025
Q2 		$161 Sell
39
-1,875
-98% -$8.24K ﹤0.01% 2395
2025
Q1 		$10.4K Buy
1,914
+203
+12% +$1.23K ﹤0.01% 1874
2024
Q4 		$10K Sell
1,711
-32,284
-95% -$210K ﹤0.01% 1857
2024
Q3 		$236K Buy
33,995
+17,545
+107% +$148K ﹤0.01% 788
2024
Q2 		$119K Buy
+16,450
New +$113K ﹤0.01% 895
2024
Q1 		– Sell
-1,812
Closed -$9K – 2712
2023
Q4 		$9K Buy
+1,812
New +$10.2K ﹤0.01% 1635
2023
Q2 		– Sell
-116
Closed – – 2543
2023
Q1 		$0 Buy
116
+15
+15% +$66 ﹤0.01% 2652
2022
Q4 		$0 Buy
+101
New +$378 ﹤0.01% 2492

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 Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FGP
Freestone Grove Partners San Francisco, California $15.6B AUM 27.39% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
KSCM
King Street Capital Management New York $190M AUM 16.01% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Blue Trust Inc's UWMC Position: Q1 2026 in Review

Blue Trust Inc sold out of UWM Holdings (UWMC) in Q1 2026, closing a stake of 68 shares — an estimated $298 sold.

Blue Trust Inc first reported a position in UWMC in Q4 2022 and held it in 10 quarters. The position peaked at $236K in Q3 2024. 285 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

  • Blue Trust Inc reported no remaining UWM Holdings position as of Q1 2026 after selling out during the quarter.
  • Blue Trust Inc sold 68 UWM Holdings shares in Q1 2026, an estimated $298.
  • Blue Trust Inc first reported a position in UWM Holdings in Q4 2022 and held it in 10 quarters.
  • Blue Trust Inc's UWM Holdings position peaked at $236K in Q3 2024.
  • 285 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.