Cerity Partners
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Cerity Partners’s UWM Holdings UWMC Stock Holding History

Cerity Partners’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 		$281K Buy
122,527
+20,798
+20% +$64.6K ﹤0.01% 2843
2026
Q1 		$368K Buy
101,729
+24,250
+31% +$112K ﹤0.01% 2469
2025
Q4 		$339K Buy
77,479
+52,169
+206% +$281K ﹤0.01% 2335
2025
Q3 		$154K Sell
25,310
-724
-3% -$3.8K ﹤0.01% 2558
2025
Q2 		$108K Sell
26,034
-36,597
-58% -$161K ﹤0.01% 2467
2025
Q1 		$342K Buy
+62,631
New +$380K ﹤0.01% 1957
2024
Q4 		– Sell
-10,548
Closed -$89.9K – 2602
2024
Q3 		$89.9K Buy
10,548
+25
+0.2% +$211 ﹤0.01% 2433
2024
Q2 		$72.9K Buy
+10,523
New +$72.3K ﹤0.01% 2143

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

Cerity Partners's UWMC Position: Q2 2026 in Review

Cerity Partners increased its UWM Holdings (UWMC) stake by 20% in Q2 2026, buying an estimated $64.6K and bringing the position to 122,527 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #2843.

Cerity Partners first reported a position in UWMC in Q2 2024 and has held it in 8 quarters since. The position peaked at $368K in Q1 2026. 292 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • Cerity Partners held 122,527 shares of UWM Holdings worth $281K as of Q2 2026.
  • Cerity Partners bought 20,798 UWM Holdings shares in Q2 2026, an estimated $64.6K.
  • UWM Holdings made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2843 holding.
  • Cerity Partners first reported a position in UWM Holdings in Q2 2024 and has held it in 8 quarters since.
  • Cerity Partners's UWM Holdings position peaked at $368K in Q1 2026.
  • 292 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.