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Integrated Investment Consultants’s UWM Holdings UWMC Stock Holding History

Integrated Investment Consultants’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
5,382,453
+10,789
+0.2% +$33.5K 2.43% 10
2026
Q1 		$19.4M Buy
5,371,664
+26,679
+0.5% +$123K 4.13% 4
2025
Q4 		$23.4M Sell
5,344,985
-12,983
-0.2% -$69.8K 4.59% 3
2025
Q3 		$32.6M Buy
+5,357,968
New +$28.1M 5.53% 3
2025
Q2 		– Sell
-115,655
Closed -$631K – 366
2025
Q1 		$631K Buy
115,655
+19,741
+21% +$120K 0.13% 123
2024
Q4 		$563K Sell
95,914
-4,774
-5% -$31.1K 0.12% 139
2024
Q3 		$858K Buy
100,688
+7,334
+8% +$61.8K 0.19% 83
2024
Q2 		$678K Hold
93,354
– – 0.19% 93
2024
Q1 		$678K Sell
93,354
-72,635
-44% -$490K 0.19% 93
2023
Q4 		$1.19M Sell
165,989
-2,662
-2% -$15K 0.38% 40
2023
Q3 		$818K Buy
168,651
+5,884
+4% +$33.9K 0.3% 54
2023
Q2 		$911K Sell
162,767
-27,977
-15% -$151K 0.29% 49
2023
Q1 		$937K Sell
190,744
-282,031
-60% -$1.24M 0.29% 46
2022
Q4 		$1.56M Buy
472,775
+115,198
+32% +$432K 0.53% 32
2022
Q3 		$1.05M Sell
357,577
-3,166
-0.9% -$11.7K 0.42% 35
2022
Q2 		$1.28M Buy
360,743
+294,158
+442% +$1.13M 0.46% 34
2022
Q1 		$302K Sell
66,585
-977,649
-94% -$4.72M 0.08% 221
2021
Q4 		$6.18M Buy
1,044,234
+1,031,610
+8,172% +$6.96M 1.65% 11
2021
Q3 		$88K Buy
12,624
+37
+0.3% +$275 0.03% 281
2021
Q2 		$106K Buy
+12,587
New +$105K 0.03% 282

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

Integrated Investment Consultants's UWMC Position: Q2 2026 in Review

Integrated Investment Consultants increased its UWM Holdings (UWMC) stake by 0.2% in Q2 2026, buying an estimated $33.5K and bringing the position to 5,382,453 shares worth $12.3M. The position accounts for 2.43% of the portfolio, ranked #10.

Integrated Investment Consultants first reported a position in UWMC in Q2 2021 and has held it in 20 quarters since. The position peaked at $32.6M in Q3 2025. 292 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • Integrated Investment Consultants held 5,382,453 shares of UWM Holdings worth $12.3M as of Q2 2026.
  • Integrated Investment Consultants bought 10,789 UWM Holdings shares in Q2 2026, an estimated $33.5K.
  • UWM Holdings made up 2.43% of Integrated Investment Consultants's portfolio in Q2 2026, its #10 holding.
  • Integrated Investment Consultants first reported a position in UWM Holdings in Q2 2021 and has held it in 20 quarters since.
  • Integrated Investment Consultants's UWM Holdings position peaked at $32.6M in Q3 2025.
  • 292 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Integrated Investment Consultants's 13F filing for Q2 2026, filed 17 Aug 2026.