Cetera Investment Advisers
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Cetera Investment Advisers’s UWM Holdings UWMC Stock Holding History

Cetera Investment Advisers’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 		$552K Buy
240,881
+80,990
+51% +$252K ﹤0.01% 3604
2026
Q1 		$579K Buy
159,891
+9,057
+6% +$41.7K ﹤0.01% 3370
2025
Q4 		$661K Buy
150,834
+159
+0.1% +$855 ﹤0.01% 3196
2025
Q3 		$918K Buy
150,675
+37,714
+33% +$198K ﹤0.01% 2842
2025
Q2 		$468K Buy
112,961
+19,239
+21% +$84.6K ﹤0.01% 3021
2025
Q1 		$512K Buy
93,722
+6,988
+8% +$42.4K ﹤0.01% 2825
2024
Q4 		$509K Buy
86,734
+51,732
+148% +$337K ﹤0.01% 2668
2024
Q3 		$298K Buy
35,002
+6,248
+22% +$52.7K ﹤0.01% 3070
2024
Q2 		$199K Sell
28,754
-171
-0.6% -$1.18K ﹤0.01% 3360
2024
Q1 		$210K Buy
28,925
+14,925
+107% +$101K ﹤0.01% 3319
2023
Q4 		$100K Sell
14,000
-7,000
-33% -$39.5K ﹤0.01% 2139
2023
Q3 		$102K Sell
21,000
-150
-0.7% -$864 ﹤0.01% 2092
2023
Q2 		$118K Hold
21,150
– – ﹤0.01% 2077
2023
Q1 		$104K Sell
21,150
-4,300
-17% -$18.9K ﹤0.01% 2062
2022
Q4 		$84.2K Sell
25,450
-500
-2% -$1.87K ﹤0.01% 2009
2022
Q3 		$76K Hold
25,950
– – ﹤0.01% 1603
2022
Q2 		$92K Hold
25,950
– – ﹤0.01% 1745
2022
Q1 		$118K Sell
25,950
-600
-2% -$2.9K ﹤0.01% 1787
2021
Q4 		$157K Buy
26,550
+500
+2% +$3.37K ﹤0.01% 1763
2021
Q3 		$181K Buy
26,050
+2,160
+9% +$16.1K ﹤0.01% 1684
2021
Q2 		$202K Buy
23,890
+1,200
+5% +$10K ﹤0.01% 1670
2021
Q1 		$180K Buy
+22,690
New +$220K ﹤0.01% 1498

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

Cetera Investment Advisers's UWMC Position: Q2 2026 in Review

Cetera Investment Advisers increased its UWM Holdings (UWMC) stake by 51% in Q2 2026, buying an estimated $252K and bringing the position to 240,881 shares worth $552K. The position accounts for ﹤0.01% of the portfolio, ranked #3604.

Cetera Investment Advisers first reported a position in UWMC in Q1 2021 and has held it in 22 quarters since. The position peaked at $918K in Q3 2025. 292 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • Cetera Investment Advisers held 240,881 shares of UWM Holdings worth $552K as of Q2 2026.
  • Cetera Investment Advisers bought 80,990 UWM Holdings shares in Q2 2026, an estimated $252K.
  • UWM Holdings made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3604 holding.
  • Cetera Investment Advisers first reported a position in UWM Holdings in Q1 2021 and has held it in 22 quarters since.
  • Cetera Investment Advisers's UWM Holdings position peaked at $918K in Q3 2025.
  • 292 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.