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Chicago Partners Investment Group’s UWM Holdings UWMC Stock Holding History

Chicago Partners Investment Group’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 		– Sell
-11,139
Closed -$41K – 1689
2026
Q1 		$41K Sell
11,139
-5,162
-32% -$23.8K ﹤0.01% 1429
2025
Q4 		$94.4K Buy
+16,301
New +$87.7K ﹤0.01% 1267

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

Chicago Partners Investment Group's UWMC Position: Q2 2026 in Review

Chicago Partners Investment Group sold out of UWM Holdings (UWMC) in Q2 2026, closing a stake of 11,139 shares — an estimated $41K sold.

Chicago Partners Investment Group first reported a position in UWMC in Q4 2025 and held it in 2 quarters. The position peaked at $94.4K in Q4 2025. 291 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • Chicago Partners Investment Group reported no remaining UWM Holdings position as of Q2 2026 after selling out during the quarter.
  • Chicago Partners Investment Group sold 11,139 UWM Holdings shares in Q2 2026, an estimated $41K.
  • Chicago Partners Investment Group first reported a position in UWM Holdings in Q4 2025 and held it in 2 quarters.
  • Chicago Partners Investment Group's UWM Holdings position peaked at $94.4K in Q4 2025.
  • 291 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.