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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
Q2 		$0 Buy
159
+109
+218% +$339 ﹤0.01% 2866
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 $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

Covestor's UWMC Position: Q2 2026 in Review

Covestor increased its UWM Holdings (UWMC) stake by 218% in Q2 2026, buying an estimated $339 and bringing the position to 159 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2866.

Covestor first reported a position in UWMC in Q4 2021 and has held it in 16 quarters since. The position peaked at $2K in Q2 2025. 292 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • Covestor held 159 shares of UWM Holdings worth $0 as of Q2 2026.
  • Covestor bought 109 UWM Holdings shares in Q2 2026, an estimated $339.
  • UWM Holdings made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2866 holding.
  • Covestor first reported a position in UWM Holdings in Q4 2021 and has held it in 16 quarters since.
  • Covestor's UWM Holdings position peaked at $2K in Q2 2025.
  • 292 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.