CMP
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Coston McIsaac & Partners’s UWM Holdings UWMC Stock Holding History

Coston McIsaac & 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
Q2 		$3K Hold
1,502
– – ﹤0.01% 747
2026
Q1 		$5K Buy
1,502
+32
+2% +$147 ﹤0.01% 683
2025
Q4 		$6K Buy
1,470
+27
+2% +$145 ﹤0.01% 644
2025
Q3 		$8K Buy
1,443
+34
+2% +$178 ﹤0.01% 581
2025
Q2 		$5K Buy
1,409
+32
+2% +$141 ﹤0.01% 611
2025
Q1 		$7K Buy
1,377
+25
+2% +$152 ﹤0.01% 558
2024
Q4 		$7K Buy
1,352
+19
+1% +$124 ﹤0.01% 547
2024
Q3 		$11K Buy
1,333
+17
+1% +$143 ﹤0.01% 483
2024
Q2 		$9K Buy
1,316
+21
+2% +$144 ﹤0.01% 492
2024
Q1 		$9K Buy
1,295
+19
+1% +$128 ﹤0.01% 497
2023
Q4 		$9K Buy
1,276
+24
+2% +$135 ﹤0.01% 493
2023
Q3 		$6K Buy
1,252
+21
+2% +$121 ﹤0.01% 536
2023
Q2 		$6K Buy
1,231
+24
+2% +$129 ﹤0.01% 581
2023
Q1 		$5K Buy
1,207
+30
+3% +$132 ﹤0.01% 595
2022
Q4 		$3K Buy
1,177
+36
+3% +$135 ﹤0.01% 655
2022
Q3 		$3K Buy
1,141
+28
+3% +$103 ﹤0.01% 575
2022
Q2 		$4K Buy
+1,113
New +$4.26K ﹤0.01% 378

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

Coston McIsaac & Partners's UWMC Position: Q2 2026 in Review

Coston McIsaac & Partners held its UWM Holdings (UWMC) position steady in Q2 2026 at 1,502 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #747.

Coston McIsaac & Partners first reported a position in UWMC in Q2 2022 and has held it in 17 quarters since. The position peaked at $11K in Q3 2024. 292 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • Coston McIsaac & Partners held 1,502 shares of UWM Holdings worth $3K as of Q2 2026.
  • Coston McIsaac & Partners left its UWM Holdings share count unchanged in Q2 2026.
  • UWM Holdings made up ﹤0.01% of Coston McIsaac & Partners's portfolio in Q2 2026, its #747 holding.
  • Coston McIsaac & Partners first reported a position in UWM Holdings in Q2 2022 and has held it in 17 quarters since.
  • Coston McIsaac & Partners's UWM Holdings position peaked at $11K in Q3 2024.
  • 292 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.