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
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 $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
DCP
Diameter Capital Partners New York $1.07B AUM 152.29% 1-Year Est. Return

Fidelity Investments's UWMC Position: Q1 2026 in Review

Fidelity Investments increased its UWM Holdings (UWMC) stake by 66% in Q1 2026, buying an estimated $48.3M and bringing the position to 26,508,262 shares worth $96M. The position accounts for 0.01% of the portfolio, ranked #1198.

Fidelity Investments first reported a position in UWMC in Q1 2021 and has held it in 20 quarters since. The position peaked at $115M in Q3 2025. 283 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

  • Fidelity Investments held 26,508,262 shares of UWM Holdings worth $96M as of Q1 2026.
  • Fidelity Investments bought 10,499,974 UWM Holdings shares in Q1 2026, an estimated $48.3M.
  • UWM Holdings made up 0.01% of Fidelity Investments's portfolio in Q1 2026, its #1198 holding.
  • Fidelity Investments first reported a position in UWM Holdings in Q1 2021 and has held it in 20 quarters since.
  • Fidelity Investments's UWM Holdings position peaked at $115M in Q3 2025.
  • 283 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.