HighTower Advisors’s UWM Holdings UWMC Stock Holding History

HighTower Advisors’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	$173K	Buy	75,707 +41,957	+124%	+$130K	﹤0.01%	3567
2026 Q1	$122K	Buy	+33,750	New	+$155K	﹤0.01%	3597

Other funds holding UWMC

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

HighTower Advisors's UWMC Position: Q2 2026 in Review

HighTower Advisors increased its UWM Holdings (UWMC) stake by 124% in Q2 2026, buying an estimated $130K and bringing the position to 75,707 shares worth $173K. The position accounts for ﹤0.01% of the portfolio, ranked #3567.

HighTower Advisors first reported a position in UWMC in Q1 2026 and has held it in 2 quarters since. 292 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

HighTower Advisors held 75,707 shares of UWM Holdings worth $173K as of Q2 2026.
HighTower Advisors bought 41,957 UWM Holdings shares in Q2 2026, an estimated $130K.
UWM Holdings made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #3567 holding.
HighTower Advisors first reported a position in UWM Holdings in Q1 2026 and has held it in 2 quarters since.
292 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.