Corient Private Wealth
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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
Q1 		$168K Sell
46,286
-160,656
-78% -$739K ﹤0.01% 2603
2025
Q4 		$906K Buy
206,942
+178,036
+616% +$958K ﹤0.01% 1933
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
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

Corient Private Wealth's UWMC Position: Q1 2026 in Review

Corient Private Wealth reduced its UWM Holdings (UWMC) stake by 78% in Q1 2026, selling an estimated $739K and leaving 46,286 shares worth $168K. The position accounts for ﹤0.01% of the portfolio, ranked #2603.

Corient Private Wealth first reported a position in UWMC in Q1 2023 and has held it in 8 quarters since. The position peaked at $906K in Q4 2025. 283 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

  • Corient Private Wealth held 46,286 shares of UWM Holdings worth $168K as of Q1 2026.
  • Corient Private Wealth sold 160,656 UWM Holdings shares in Q1 2026, an estimated $739K.
  • UWM Holdings made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2603 holding.
  • Corient Private Wealth first reported a position in UWM Holdings in Q1 2023 and has held it in 8 quarters since.
  • Corient Private Wealth's UWM Holdings position peaked at $906K in Q4 2025.
  • 283 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.