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Fortitude Family Office’s UWM Holdings UWMC Stock Holding History

Fortitude Family Office’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 		$1.79K Buy
+781
New +$2.43K ﹤0.01% 1521
2025
Q2 		– Sell
-774
Closed -$4.23K – 2139
2025
Q1 		$4.23K Hold
774
– – ﹤0.01% 768
2024
Q4 		$4.54K Hold
774
– – ﹤0.01% 872
2024
Q3 		$6.59K Hold
774
– – ﹤0.01% 690
2024
Q2 		$5.36K Hold
774
– – ﹤0.01% 567
2024
Q1 		$5.62K Hold
774
– – ﹤0.01% 554
2023
Q4 		$5.53K Buy
+774
New +$4.37K ﹤0.01% 565

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

Fortitude Family Office's UWMC Position: Q2 2026 in Review

Fortitude Family Office opened a new position in UWM Holdings (UWMC) in Q2 2026: 781 shares worth $1.79K. The stake represents ﹤0.01% of the portfolio and ranks #1521 among its holdings. This is a return to the name: Fortitude Family Office previously reported a position in UWMC as recently as Q1 2025.

Fortitude Family Office first reported a position in UWMC in Q4 2023 and has held it in 7 quarters since. The position peaked at $6.59K in Q3 2024. 293 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • Fortitude Family Office held 781 shares of UWM Holdings worth $1.79K as of Q2 2026.
  • UWM Holdings was a new Fortitude Family Office position in Q2 2026.
  • UWM Holdings made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #1521 holding.
  • Fortitude Family Office first reported a position in UWM Holdings in Q4 2023 and has held it in 7 quarters since.
  • Fortitude Family Office's UWM Holdings position peaked at $6.59K in Q3 2024.
  • 293 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.