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Equitable Holdings’s UWM Holdings UWMC Stock Holding History

Equitable Holdings’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 		$163K Buy
37,212
+18,680
+101% +$86K ﹤0.01% 1617
2025
Q4 		$81.2K Sell
18,532
-5,057
-21% -$27.2K ﹤0.01% 1550
2025
Q3 		$144K Buy
23,589
+4,943
+27% +$25.9K ﹤0.01% 1473
2025
Q2 		$77.2K Buy
+18,646
New +$82K ﹤0.01% 1425

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

Equitable Holdings's UWMC Position: Q1 2026 in Review

Equitable Holdings increased its UWM Holdings (UWMC) stake by 101% in Q1 2026, buying an estimated $86K and bringing the position to 37,212 shares worth $163K. The position accounts for ﹤0.01% of the portfolio, ranked #1617.

Equitable Holdings first reported a position in UWMC in Q2 2025 and has held it in 4 quarters since. 283 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

  • Equitable Holdings held 37,212 shares of UWM Holdings worth $163K as of Q1 2026.
  • Equitable Holdings bought 18,680 UWM Holdings shares in Q1 2026, an estimated $86K.
  • UWM Holdings made up ﹤0.01% of Equitable Holdings's portfolio in Q1 2026, its #1617 holding.
  • Equitable Holdings first reported a position in UWM Holdings in Q2 2025 and has held it in 4 quarters since.
  • 283 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.