International Assets Investment Management’s UWM Holdings UWMC Stock Holding History

International Assets Investment Management’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	$79.5K	Buy	35,813 +31,999	+839%	+$99.4K	﹤0.01%	1165
2026 Q1	$13.9K	Buy	3,814 +81	+2%	+$373	﹤0.01%	1603
2025 Q4	$16.4K	Buy	+3,733	New	+$20.1K	﹤0.01%	1535
2024 Q4	–	Sell	-63,900	Closed	-$7.5K	–	1895
2024 Q3	$7.5K	Buy	63,900 +56,400	+752%	+$475K	0.02%	477
2024 Q2	$52K	Buy	+7,500	New	+$51.5K	﹤0.01%	1160
2023 Q2	–	Sell	-6,775	Closed	-$33.3K	–	1070
2023 Q1	$33.3K	Sell	6,775 -25,284	-79%	-$111K	﹤0.01%	739
2022 Q4	$106K	Buy	+32,059	New	+$120K	0.01%	705
2021 Q2	–	Sell	-3,700	Closed	-$29K	–	1833
2021 Q1	$29K	Buy	+3,700	New	+$35.9K	﹤0.01%	1163

Other funds holding UWMC

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

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SEP

Signature Equity Partners Columbus, Ohio $218M AUM

OTL

Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

International Assets Investment Management's UWMC Position: Q2 2026 in Review

International Assets Investment Management increased its UWM Holdings (UWMC) stake by 839% in Q2 2026, buying an estimated $99.4K and bringing the position to 35,813 shares worth $79.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1165.

International Assets Investment Management first reported a position in UWMC in Q1 2021 and has held it in 8 quarters since. The position peaked at $106K in Q4 2022. 164 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

International Assets Investment Management held 35,813 shares of UWM Holdings worth $79.5K as of Q2 2026.
International Assets Investment Management bought 31,999 UWM Holdings shares in Q2 2026, an estimated $99.4K.
UWM Holdings made up ﹤0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1165 holding.
International Assets Investment Management first reported a position in UWM Holdings in Q1 2021 and has held it in 8 quarters since.
International Assets Investment Management's UWM Holdings position peaked at $106K in Q4 2022.
164 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.