Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s UWM Holdings UWMC Stock Holding History

Cambridge Investment Research Advisors’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 		$1.89M Buy
826,134
+107,529
+15% +$334K ﹤0.01% 1731
2026
Q1 		$2.6M Buy
718,605
+29,635
+4% +$136K 0.01% 1403
2025
Q4 		$3.02M Buy
688,970
+17,400
+3% +$93.6K 0.01% 1208
2025
Q3 		$4.09M Buy
671,570
+14,640
+2% +$76.8K 0.01% 1027
2025
Q2 		$2.72M Buy
656,930
+248,748
+61% +$1.09M 0.01% 1206
2025
Q1 		$2.23M Buy
408,182
+54,160
+15% +$329K 0.01% 1273
2024
Q4 		$2.08M Buy
354,022
+69,037
+24% +$449K 0.01% 1329
2024
Q3 		$2.43M Buy
284,985
+50
+0% +$422 0.01% 1202
2024
Q2 		$1.98M Sell
284,935
-2,200
-0.8% -$15.1K 0.01% 1285
2024
Q1 		$2.08M Buy
287,135
+9,555
+3% +$64.5K 0.01% 1232
2023
Q4 		$1.99M Buy
277,580
+5,478
+2% +$30.9K 0.01% 1201
2023
Q3 		$1.32M Sell
272,102
-248,146
-48% -$1.43M 0.01% 1397
2023
Q2 		$2.91M Sell
520,248
-7,599
-1% -$40.9K 0.01% 947
2023
Q1 		$2.59M Sell
527,847
-42,357
-7% -$186K 0.01% 989
2022
Q4 		$1.89M Sell
570,204
-1,530
-0.3% -$5.73K 0.01% 1106
2022
Q3 		$1.68M Buy
571,734
+12,037
+2% +$44.3K 0.01% 1138
2022
Q2 		$1.98M Sell
559,697
-3,821
-0.7% -$14.6K 0.01% 1046
2022
Q1 		$2.55M Buy
563,518
+233,419
+71% +$1.13M 0.01% 1002
2021
Q4 		$1.95M Buy
330,099
+32,445
+11% +$219K 0.01% 1157
2021
Q3 		$2.07M Buy
297,654
+78,411
+36% +$584K 0.01% 1076
2021
Q2 		$1.85M Buy
219,243
+10,311
+5% +$86.3K 0.01% 1167
2021
Q1 		$1.66M Buy
208,932
+154,044
+281% +$1.49M 0.01% 1109
2020
Q4 		$721K Buy
+54,888
New +$574K ﹤0.01% 1523

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 40.91% 1-Year Est. Return

Cambridge Investment Research Advisors's UWMC Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its UWM Holdings (UWMC) stake by 15% in Q2 2026, buying an estimated $334K and bringing the position to 826,134 shares worth $1.89M. The position accounts for ﹤0.01% of the portfolio, ranked #1731.

Cambridge Investment Research Advisors first reported a position in UWMC in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.09M in Q3 2025. 291 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • Cambridge Investment Research Advisors held 826,134 shares of UWM Holdings worth $1.89M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 107,529 UWM Holdings shares in Q2 2026, an estimated $334K.
  • UWM Holdings made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1731 holding.
  • Cambridge Investment Research Advisors first reported a position in UWM Holdings in Q4 2020 and has held it in 23 quarters since.
  • Cambridge Investment Research Advisors's UWM Holdings position peaked at $4.09M in Q3 2025.
  • 291 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.