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IEQ Capital’s UWM Holdings UWMC Stock Holding History

IEQ Capital’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 		$1.14M Buy
499,961
+166,593
+50% +$518K 0.01% 1051
2026
Q1 		$1.21M Sell
333,368
-224,792
-40% -$1.03M 0.01% 956
2025
Q4 		$2.44M Buy
558,160
+410,343
+278% +$2.21M 0.01% 725
2025
Q3 		$900K Buy
147,817
+110,966
+301% +$582K ﹤0.01% 1043
2025
Q2 		$153K Sell
36,851
-170,395
-82% -$749K ﹤0.01% 1659
2025
Q1 		$1.13M Buy
207,246
+168,567
+436% +$1.02M 0.01% 721
2024
Q4 		$227K Buy
38,679
+28,319
+273% +$184K ﹤0.01% 1155
2024
Q3 		$88.3K Hold
10,360
– – ﹤0.01% 1113
2024
Q2 		$71.8K Hold
10,360
– – ﹤0.01% 964
2024
Q1 		$75.2K Hold
10,360
– – ﹤0.01% 935
2023
Q4 		$74.1K Hold
10,360
– – ﹤0.01% 892
2023
Q3 		$50.2K Sell
10,360
-80
-0.8% -$461 ﹤0.01% 913
2023
Q2 		$58.5K Buy
10,440
+2
+0% +$11 ﹤0.01% 876
2023
Q1 		$51.3K Buy
+10,438
New +$45.8K ﹤0.01% 874
2022
Q4 		– Sell
-11,421
Closed -$33K – 894
2022
Q3 		$33K Sell
11,421
-115
-1% -$423 ﹤0.01% 832
2022
Q2 		$41K Buy
11,536
+141
+1% +$540 ﹤0.01% 787
2022
Q1 		$52K Sell
11,395
-125
-1% -$603 ﹤0.01% 802
2021
Q4 		$68K Sell
11,520
-3,676
-24% -$24.8K ﹤0.01% 715
2021
Q3 		$106K Buy
15,196
+3,882
+34% +$28.9K ﹤0.01% 676
2021
Q2 		$96K Buy
11,314
+3
+0% +$25 ﹤0.01% 601
2021
Q1 		$90K Buy
+11,311
New +$110K ﹤0.01% 475
2020
Q4 		– Sell
-100,000
Closed -$1.03M – 385
2020
Q3 		$1.03M Hold
100,000
– – 0.06% 170
2020
Q2 		$1.01M Sell
100,000
-25,000
-20% -$250K 0.07% 152
2020
Q1 		$984K Buy
+125,000
New +$1.16M 0.08% 144

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

IEQ Capital's UWMC Position: Q2 2026 in Review

IEQ Capital increased its UWM Holdings (UWMC) stake by 50% in Q2 2026, buying an estimated $518K and bringing the position to 499,961 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #1051.

IEQ Capital first reported a position in UWMC in Q1 2020 and has held it in 24 quarters since. The position peaked at $2.44M in Q4 2025. 292 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • IEQ Capital held 499,961 shares of UWM Holdings worth $1.14M as of Q2 2026.
  • IEQ Capital bought 166,593 UWM Holdings shares in Q2 2026, an estimated $518K.
  • UWM Holdings made up 0.01% of IEQ Capital's portfolio in Q2 2026, its #1051 holding.
  • IEQ Capital first reported a position in UWM Holdings in Q1 2020 and has held it in 24 quarters since.
  • IEQ Capital's UWM Holdings position peaked at $2.44M in Q4 2025.
  • 292 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.