Geode Capital Management
UWMC icon

Geode Capital Management’s UWM Holdings UWMC Stock Holding History

Geode Capital Management’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 		$12.3M Buy
5,348,788
+1,107,158
+26% +$3.44M ﹤0.01% 2432
2026
Q1 		$15.4M Buy
4,241,630
+463,594
+12% +$2.13M ﹤0.01% 2144
2025
Q4 		$16.6M Buy
3,778,036
+225,290
+6% +$1.21M ﹤0.01% 2114
2025
Q3 		$21.6M Buy
3,552,746
+1,138,464
+47% +$5.97M ﹤0.01% 1963
2025
Q2 		$10M Buy
2,414,282
+777,264
+47% +$3.42M ﹤0.01% 2361
2025
Q1 		$8.94M Buy
1,637,018
+94,769
+6% +$576K ﹤0.01% 2359
2024
Q4 		$9.06M Sell
1,542,249
-4,569
-0.3% -$29.7K ﹤0.01% 2441
2024
Q3 		$13.2M Buy
1,546,818
+41,206
+3% +$347K ﹤0.01% 2211
2024
Q2 		$10.4M Buy
1,505,612
+50,966
+4% +$350K ﹤0.01% 2297
2024
Q1 		$10.6M Buy
1,454,646
+62,479
+4% +$422K ﹤0.01% 2294
2023
Q4 		$9.96M Buy
1,392,167
+60,201
+5% +$340K ﹤0.01% 2349
2023
Q3 		$6.46M Buy
1,331,966
+9,700
+0.7% +$55.9K ﹤0.01% 2507
2023
Q2 		$7.4M Buy
1,322,266
+45,215
+4% +$243K ﹤0.01% 2481
2023
Q1 		$6.27M Buy
1,277,051
+29,401
+2% +$129K ﹤0.01% 2533
2022
Q4 		$4.13M Buy
1,247,650
+67,250
+6% +$252K ﹤0.01% 2758
2022
Q3 		$3.46M Buy
1,180,400
+80,490
+7% +$296K ﹤0.01% 2873
2022
Q2 		$3.89M Buy
1,099,910
+14,074
+1% +$53.9K ﹤0.01% 2832
2022
Q1 		$4.92M Buy
1,085,836
+73,129
+7% +$353K ﹤0.01% 2808
2021
Q4 		$6M Buy
1,012,707
+47,967
+5% +$324K ﹤0.01% 2793
2021
Q3 		$6.7M Buy
964,740
+350,645
+57% +$2.61M ﹤0.01% 2736
2021
Q2 		$5.19M Buy
614,095
+123,578
+25% +$1.03M ﹤0.01% 2876
2021
Q1 		$3.89M Buy
+490,517
New +$4.76M ﹤0.01% 2907

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 40.91% 1-Year Est. Return

Geode Capital Management's UWMC Position: Q2 2026 in Review

Geode Capital Management increased its UWM Holdings (UWMC) stake by 26% in Q2 2026, buying an estimated $3.44M and bringing the position to 5,348,788 shares worth $12.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2432.

Geode Capital Management first reported a position in UWMC in Q1 2021 and has held it in 22 quarters since. The position peaked at $21.6M in Q3 2025. 291 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • Geode Capital Management held 5,348,788 shares of UWM Holdings worth $12.3M as of Q2 2026.
  • Geode Capital Management bought 1,107,158 UWM Holdings shares in Q2 2026, an estimated $3.44M.
  • UWM Holdings made up ﹤0.01% of Geode Capital Management's portfolio in Q2 2026, its #2432 holding.
  • Geode Capital Management first reported a position in UWM Holdings in Q1 2021 and has held it in 22 quarters since.
  • Geode Capital Management's UWM Holdings position peaked at $21.6M in Q3 2025.
  • 291 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.