Fidelity Investments
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Fidelity Investments’s UWM Holdings UWMC Stock Holding History

Fidelity Investments’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 		$69.7M Buy
30,457,810
+3,949,548
+15% +$12.3M ﹤0.01% 1371
2026
Q1 		$96M Buy
26,508,262
+10,499,974
+66% +$48.3M 0.01% 1198
2025
Q4 		$70.1M Sell
16,008,288
-2,825,503
-15% -$15.2M ﹤0.01% 1311
2025
Q3 		$115M Buy
18,833,791
+2,573,406
+16% +$13.5M 0.01% 1117
2025
Q2 		$67.3M Buy
16,260,385
+1,150,955
+8% +$5.06M ﹤0.01% 1281
2025
Q1 		$82.5M Buy
15,109,430
+3,917,711
+35% +$23.8M 0.01% 1170
2024
Q4 		$65.7M Buy
11,191,719
+972,991
+10% +$6.33M ﹤0.01% 1285
2024
Q3 		$87.1M Buy
10,218,728
+2,010,985
+25% +$17M 0.01% 1159
2024
Q2 		$56.9M Sell
8,207,743
-18,140
-0.2% -$125K ﹤0.01% 1266
2024
Q1 		$59.7M Buy
8,225,883
+476,574
+6% +$3.22M ﹤0.01% 1260
2023
Q4 		$55.4M Buy
7,749,309
+1,672,225
+28% +$9.44M ﹤0.01% 1249
2023
Q3 		$29.5M Buy
6,077,084
+1,424,451
+31% +$8.21M ﹤0.01% 1450
2023
Q2 		$26.1M Buy
4,652,633
+202,552
+5% +$1.09M ﹤0.01% 1536
2023
Q1 		$21.8M Sell
4,450,081
-217,632
-5% -$955K ﹤0.01% 1580
2022
Q4 		$15.5M Buy
4,667,713
+1,359,687
+41% +$5.1M ﹤0.01% 1718
2022
Q3 		$9.69M Buy
3,308,026
+3,299,529
+38,832% +$12.1M ﹤0.01% 1912
2022
Q2 		$30K Sell
8,497
-4,941
-37% -$18.9K ﹤0.01% 3754
2022
Q1 		$61K Buy
13,438
+12,936
+2,577% +$62.4K ﹤0.01% 3608
2021
Q4 		$3K Buy
+502
New +$3.39K ﹤0.01% 3955
2021
Q3 		– Sell
-10
Closed – – 5073
2021
Q2 		$0 Sell
10
-290
-97% -$2.43K ﹤0.01% 4916
2021
Q1 		$2K Buy
+300
New +$2.91K ﹤0.01% 3756

Other funds holding UWMC

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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Fidelity Investments's UWMC Position: Q2 2026 in Review

Fidelity Investments increased its UWM Holdings (UWMC) stake by 15% in Q2 2026, buying an estimated $12.3M and bringing the position to 30,457,810 shares worth $69.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1371.

Fidelity Investments first reported a position in UWMC in Q1 2021 and has held it in 21 quarters since. The position peaked at $115M in Q3 2025. 292 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • Fidelity Investments held 30,457,810 shares of UWM Holdings worth $69.7M as of Q2 2026.
  • Fidelity Investments bought 3,949,548 UWM Holdings shares in Q2 2026, an estimated $12.3M.
  • UWM Holdings made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #1371 holding.
  • Fidelity Investments first reported a position in UWM Holdings in Q1 2021 and has held it in 21 quarters since.
  • Fidelity Investments's UWM Holdings position peaked at $115M in Q3 2025.
  • 292 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.