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Covestor’s UWM Holdings UWMC Stock Holding History

Covestor’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 		$0 Sell
50
-192
-79% -$884 ﹤0.01% 2803
2025
Q4 		$1K Buy
242
+209
+633% +$1.12K ﹤0.01% 2189
2025
Q3 		$0 Sell
33
-347
-91% -$1.82K ﹤0.01% 2807
2025
Q2 		$2K Buy
380
+356
+1,483% +$1.56K ﹤0.01% 1903
2025
Q1 		$0 Buy
24
+19
+380% +$115 ﹤0.01% 2760
2024
Q4 		$0 Buy
5
+4
+400% +$26 ﹤0.01% 2770
2024
Q3 		$0 Buy
+1
New +$8 ﹤0.01% 2808
2023
Q4 		– Sell
-1
Closed -$6 – 2756
2023
Q3 		$0 Sell
1
-8
-89% -$46 ﹤0.01% 2750
2023
Q2 		$0 Sell
9
-10
-53% -$54 ﹤0.01% 2689
2023
Q1 		$0 Sell
19
-51
-73% -$224 ﹤0.01% 2620
2022
Q4 		$0 Buy
70
+67
+2,233% +$251 ﹤0.01% 2639
2022
Q3 		$0 Sell
3
-1
-25% -$4 ﹤0.01% 2646
2022
Q2 		$0 Hold
4
– – ﹤0.01% 2394
2022
Q1 		$0 Buy
4
+1
+33% +$5 ﹤0.01% 2461
2021
Q4 		$0 Buy
+3
New +$20 ﹤0.01% 2314

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

Covestor's UWMC Position: Q1 2026 in Review

Covestor reduced its UWM Holdings (UWMC) stake by 79% in Q1 2026, selling an estimated $884 and leaving 50 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2803.

Covestor first reported a position in UWMC in Q4 2021 and has held it in 15 quarters since. The position peaked at $2K in Q2 2025. 283 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

  • Covestor held 50 shares of UWM Holdings worth $0 as of Q1 2026.
  • Covestor sold 192 UWM Holdings shares in Q1 2026, an estimated $884.
  • UWM Holdings made up ﹤0.01% of Covestor's portfolio in Q1 2026, its #2803 holding.
  • Covestor first reported a position in UWM Holdings in Q4 2021 and has held it in 15 quarters since.
  • Covestor's UWM Holdings position peaked at $2K in Q2 2025.
  • 283 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.