EH
UWMC icon

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
Q2 		$132K Buy
57,660
+20,448
+55% +$63.5K ﹤0.01% 1748
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 $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

Equitable Holdings's UWMC Position: Q2 2026 in Review

Equitable Holdings increased its UWM Holdings (UWMC) stake by 55% in Q2 2026, buying an estimated $63.5K and bringing the position to 57,660 shares worth $132K. The position accounts for ﹤0.01% of the portfolio, ranked #1748.

Equitable Holdings first reported a position in UWMC in Q2 2025 and has held it in 5 quarters since. The position peaked at $163K in Q1 2026. 292 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • Equitable Holdings held 57,660 shares of UWM Holdings worth $132K as of Q2 2026.
  • Equitable Holdings bought 20,448 UWM Holdings shares in Q2 2026, an estimated $63.5K.
  • UWM Holdings made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1748 holding.
  • Equitable Holdings first reported a position in UWM Holdings in Q2 2025 and has held it in 5 quarters since.
  • Equitable Holdings's UWM Holdings position peaked at $163K in Q1 2026.
  • 292 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.