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Integrated Wealth Concepts’s UWM Holdings UWMC Stock Holding History

Integrated Wealth Concepts’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 		$49.7K Buy
21,697
+6,472
+43% +$20.1K ﹤0.01% 2364
2026
Q1 		$55.1K Buy
15,225
+1,792
+13% +$8.25K ﹤0.01% 2213
2025
Q4 		$58.8K Buy
+13,433
New +$72.3K ﹤0.01% 1577

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 Wealth Concepts's UWMC Position: Q2 2026 in Review

Integrated Wealth Concepts increased its UWM Holdings (UWMC) stake by 43% in Q2 2026, buying an estimated $20.1K and bringing the position to 21,697 shares worth $49.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2364.

Integrated Wealth Concepts first reported a position in UWMC in Q4 2025 and has held it in 3 quarters since. The position peaked at $58.8K in Q4 2025. 293 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • Integrated Wealth Concepts held 21,697 shares of UWM Holdings worth $49.7K as of Q2 2026.
  • Integrated Wealth Concepts bought 6,472 UWM Holdings shares in Q2 2026, an estimated $20.1K.
  • UWM Holdings made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2364 holding.
  • Integrated Wealth Concepts first reported a position in UWM Holdings in Q4 2025 and has held it in 3 quarters since.
  • Integrated Wealth Concepts's UWM Holdings position peaked at $58.8K in Q4 2025.
  • 293 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.