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Global Retirement Partners’s UWM Holdings UWMC Stock Holding History

Global Retirement 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 		$35.1K Buy
+15,317
New +$47.6K ﹤0.01% 2741
2025
Q4 		$67.1K Buy
15,317
+317
+2% +$1.71K ﹤0.01% 2166
2025
Q3 		$91.3K Hold
15,000
– – ﹤0.01% 1555
2025
Q2 		$62.1K Buy
+15,000
New +$65.9K ﹤0.01% 1654
2024
Q4 		$89.5K Buy
15,244
+64
+0.4% +$417 ﹤0.01% 1335
2024
Q3 		$129K Hold
15,180
– – ﹤0.01% 1102
2024
Q2 		$105K Hold
15,180
– – ﹤0.01% 1169
2024
Q1 		$110K Buy
15,180
+180
+1% +$1.22K ﹤0.01% 1036
2023
Q4 		$93.8K Buy
+15,000
New +$84.7K ﹤0.01% 1081
2023
Q2 		– Sell
-126
Closed -$736 – 3255
2023
Q1 		$736 Buy
+126
New +$553 ﹤0.01% 2819

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

Global Retirement Partners's UWMC Position: Q2 2026 in Review

Global Retirement Partners opened a new position in UWM Holdings (UWMC) in Q2 2026: 15,317 shares worth $35.1K. The stake represents ﹤0.01% of the portfolio and ranks #2741 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in UWMC as recently as Q4 2025.

Global Retirement Partners first reported a position in UWMC in Q1 2023 and has held it in 10 quarters since. The position peaked at $129K in Q3 2024. 293 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • Global Retirement Partners held 15,317 shares of UWM Holdings worth $35.1K as of Q2 2026.
  • UWM Holdings was a new Global Retirement Partners position in Q2 2026.
  • UWM Holdings made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2741 holding.
  • Global Retirement Partners first reported a position in UWM Holdings in Q1 2023 and has held it in 10 quarters since.
  • Global Retirement Partners's UWM Holdings position peaked at $129K in Q3 2024.
  • 293 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.