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	$9.05K	Buy	+2,500	New	+$11.5K	﹤0.01%	3214

Other funds holding UWMC

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $124B AUM 33.93% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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.