Envestnet Asset Management
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Envestnet Asset Management’s UWM Holdings UWMC Stock Holding History

Envestnet Asset Management’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
2025
Q2 		$503K Buy
2025
Q1 		$123K Buy
2024
Q4 		$117K Sell
2024
Q3 		$170K Sell
2024
Q2 		$142K Buy
2022
Q2 		– Sell
2022
Q1 		$1.53M Buy
2021
Q4 		$716K Buy