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Essential Partners’s UWM Holdings UWMC Stock Holding History

Essential Partners’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 		$5.22K Sell
2,279
-1,545
-40% -$4.8K ﹤0.01% 1523
2026
Q1 		$13.8K Sell
3,824
-2,240
-37% -$10.3K ﹤0.01% 1085
2025
Q4 		$26.6K Buy
6,064
+5,394
+805% +$29K 0.01% 807
2025
Q3 		$4.08K Buy
670
+581
+653% +$3.05K ﹤0.01% 1504
2025
Q2 		$368 Buy
+89
New +$391 ﹤0.01% 1780

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

Essential Partners's UWMC Position: Q2 2026 in Review

Essential Partners reduced its UWM Holdings (UWMC) stake by 40% in Q2 2026, selling an estimated $4.8K and leaving 2,279 shares worth $5.22K. The position accounts for ﹤0.01% of the portfolio, ranked #1523.

Essential Partners first reported a position in UWMC in Q2 2025 and has held it in 5 quarters since. The position peaked at $26.6K in Q4 2025. 293 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • Essential Partners held 2,279 shares of UWM Holdings worth $5.22K as of Q2 2026.
  • Essential Partners sold 1,545 UWM Holdings shares in Q2 2026, an estimated $4.8K.
  • UWM Holdings made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1523 holding.
  • Essential Partners first reported a position in UWM Holdings in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's UWM Holdings position peaked at $26.6K in Q4 2025.
  • 293 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.