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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
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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
FGP
Freestone Grove Partners San Francisco, California $14.2B AUM 24.58% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Integrated Wealth Concepts's UWMC Position: Q1 2026 in Review

Integrated Wealth Concepts increased its UWM Holdings (UWMC) stake by 13% in Q1 2026, buying an estimated $8.25K and bringing the position to 15,225 shares worth $55.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2213.

Integrated Wealth Concepts first reported a position in UWMC in Q4 2025 and has held it in 2 quarters since. The position peaked at $58.8K in Q4 2025. 283 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

  • Integrated Wealth Concepts held 15,225 shares of UWM Holdings worth $55.1K as of Q1 2026.
  • Integrated Wealth Concepts bought 1,792 UWM Holdings shares in Q1 2026, an estimated $8.25K.
  • UWM Holdings made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #2213 holding.
  • Integrated Wealth Concepts first reported a position in UWM Holdings in Q4 2025 and has held it in 2 quarters since.
  • Integrated Wealth Concepts's UWM Holdings position peaked at $58.8K in Q4 2025.
  • 283 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.