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
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 $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

Cerity Partners's UWMC Position: Q1 2026 in Review

Cerity Partners increased its UWM Holdings (UWMC) stake by 31% in Q1 2026, buying an estimated $112K and bringing the position to 101,729 shares worth $368K. The position accounts for ﹤0.01% of the portfolio, ranked #2469.

Cerity Partners first reported a position in UWMC in Q2 2024 and has held it in 7 quarters since. 283 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

  • Cerity Partners held 101,729 shares of UWM Holdings worth $368K as of Q1 2026.
  • Cerity Partners bought 24,250 UWM Holdings shares in Q1 2026, an estimated $112K.
  • UWM Holdings made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2469 holding.
  • Cerity Partners first reported a position in UWM Holdings in Q2 2024 and has held it in 7 quarters since.
  • 283 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.