Corient Private Wealth’s UWM Holdings UWMC Stock Holding History

Corient Private Wealth’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	$342K	Buy	149,260 +102,974	+222%	+$320K	﹤0.01%	2474
2026 Q1	$168K	Sell	46,286 -57,185	-55%	-$263K	﹤0.01%	2603
2025 Q4	$453K	Buy	103,471 +74,565	+258%	+$401K	﹤0.01%	1918
2025 Q3	$176K	Buy	28,906 +17,898	+163%	+$93.8K	﹤0.01%	2368
2025 Q2	$45.6K	Sell	11,008 -11,227	-50%	-$49.4K	﹤0.01%	2389
2025 Q1	$121K	Buy	+22,235	New	+$135K	﹤0.01%	2149
2024 Q4	–	Sell	-10,115	Closed	-$86.2K	–	2549
2024 Q3	$86.2K	Buy	+10,115	New	+$85.3K	﹤0.01%	2348
2023 Q3	–	Sell	-16,911	Closed	-$94.7K	–	2242
2023 Q2	$94.7K	Sell	16,911 -5,055	-23%	-$27.2K	﹤0.01%	1981
2023 Q1	$108K	Buy	+21,966	New	+$96.3K	﹤0.01%	1874

Other funds holding UWMC

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Corient Private Wealth's UWMC Position: Q2 2026 in Review

Corient Private Wealth increased its UWM Holdings (UWMC) stake by 222% in Q2 2026, buying an estimated $320K and bringing the position to 149,260 shares worth $342K. The position accounts for ﹤0.01% of the portfolio, ranked #2474.

Corient Private Wealth first reported a position in UWMC in Q1 2023 and has held it in 9 quarters since. The position peaked at $453K in Q4 2025. 292 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

Corient Private Wealth held 149,260 shares of UWM Holdings worth $342K as of Q2 2026.
Corient Private Wealth bought 102,974 UWM Holdings shares in Q2 2026, an estimated $320K.
UWM Holdings made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2474 holding.
Corient Private Wealth first reported a position in UWM Holdings in Q1 2023 and has held it in 9 quarters since.
Corient Private Wealth's UWM Holdings position peaked at $453K in Q4 2025.
292 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.