Invesco
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Invesco’s UWM Holdings UWMC Stock Holding History

Invesco’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 		$8.65M Buy
2,389,649
+890,670
+59% +$4.1M ﹤0.01% 1906
2025
Q4 		$6.57M Buy
1,498,979
+1,250,845
+504% +$6.73M ﹤0.01% 2098
2025
Q3 		$1.51M Sell
248,134
-108,293
-30% -$568K ﹤0.01% 2739
2025
Q2 		$1.48M Buy
356,427
+226,027
+173% +$994K ﹤0.01% 2701
2025
Q1 		$712K Buy
130,400
+20,816
+19% +$126K ﹤0.01% 2998
2024
Q4 		$643K Sell
109,584
-499,240
-82% -$3.25M ﹤0.01% 3126
2024
Q3 		$5.19M Buy
608,824
+163,749
+37% +$1.38M ﹤0.01% 2204
2024
Q2 		$3.08M Buy
445,075
+71,710
+19% +$493K ﹤0.01% 2410
2024
Q1 		$2.71M Sell
373,365
-407,704
-52% -$2.75M ﹤0.01% 2530
2023
Q4 		$5.58M Buy
781,069
+419,361
+116% +$2.37M ﹤0.01% 2180
2023
Q3 		$1.75M Buy
361,708
+201,676
+126% +$1.16M ﹤0.01% 2647
2023
Q2 		$896K Buy
160,032
+14,424
+10% +$77.7K ﹤0.01% 2948
2023
Q1 		$715K Buy
145,608
+19,271
+15% +$84.5K ﹤0.01% 3076
2022
Q4 		$418K Sell
126,337
-27,390
-18% -$103K ﹤0.01% 3362
2022
Q3 		$450K Sell
153,727
-11,231
-7% -$41.3K ﹤0.01% 3301
2022
Q2 		$584K Buy
164,958
+6,816
+4% +$26.1K ﹤0.01% 3252
2022
Q1 		$716K Buy
158,142
+45,223
+40% +$218K ﹤0.01% 3229
2021
Q4 		$669K Buy
112,919
+7,774
+7% +$52.5K ﹤0.01% 3263
2021
Q3 		$731K Buy
105,145
+41,972
+66% +$312K ﹤0.01% 3252
2021
Q2 		$534K Buy
+63,173
New +$529K ﹤0.01% 3385

Other funds holding UWMC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
FGP
Freestone Grove Partners San Francisco, California $13.8B 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 $121B 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 $761B AUM 31.28% 1-Year Est. Return