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
2026
Q2 		– Sell
-25,652
Closed -$92.9K – 4963
2026
Q1 		$92.9K Buy
25,652
+7,895
+44% +$36.3K ﹤0.01% 4636
2025
Q4 		$77.8K Sell
17,757
-93,715
-84% -$504K ﹤0.01% 4387
2025
Q3 		$679K Sell
111,472
-9,972
-8% -$52.3K ﹤0.01% 3557
2025
Q2 		$503K Buy
121,444
+98,837
+437% +$434K ﹤0.01% 3680
2025
Q1 		$123K Buy
22,607
+2,611
+13% +$15.9K ﹤0.01% 4213
2024
Q4 		$117K Sell
19,996
-6
-0% -$39 ﹤0.01% 4190
2024
Q3 		$170K Sell
20,002
-549
-3% -$4.63K ﹤0.01% 4049
2024
Q2 		$142K Buy
+20,551
New +$141K ﹤0.01% 4008
2022
Q2 		– Sell
-337,505
Closed -$1.53M – 4076
2022
Q1 		$1.53M Buy
337,505
+216,561
+179% +$1.05M ﹤0.01% 2368
2021
Q4 		$716K Buy
+120,944
New +$816K ﹤0.01% 2848

Other funds holding UWMC

OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
PCWA
Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
LGA
Lebenthal Global Advisors Hauppauge, New York $741M AUM 22.36% 1-Year Est. Return

Envestnet Asset Management's UWMC Position: Q2 2026 in Review

Envestnet Asset Management sold out of UWM Holdings (UWMC) in Q2 2026, closing a stake of 25,652 shares — an estimated $92.9K sold.

Envestnet Asset Management first reported a position in UWMC in Q4 2021 and held it in 10 quarters. The position peaked at $1.53M in Q1 2022. 76 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • Envestnet Asset Management reported no remaining UWM Holdings position as of Q2 2026 after selling out during the quarter.
  • Envestnet Asset Management sold 25,652 UWM Holdings shares in Q2 2026, an estimated $92.9K.
  • Envestnet Asset Management first reported a position in UWM Holdings in Q4 2021 and held it in 10 quarters.
  • Envestnet Asset Management's UWM Holdings position peaked at $1.53M in Q1 2022.
  • 76 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.