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
Q2 		$11.2M Buy
4,871,588
+2,481,939
+104% +$7.71M ﹤0.01% 1838
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 $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

Invesco's UWMC Position: Q2 2026 in Review

Invesco increased its UWM Holdings (UWMC) stake by 104% in Q2 2026, buying an estimated $7.71M and bringing the position to 4,871,588 shares worth $11.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1838.

Invesco first reported a position in UWMC in Q2 2021 and has held it in 21 quarters since. 291 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • Invesco held 4,871,588 shares of UWM Holdings worth $11.2M as of Q2 2026.
  • Invesco bought 2,481,939 UWM Holdings shares in Q2 2026, an estimated $7.71M.
  • UWM Holdings made up ﹤0.01% of Invesco's portfolio in Q2 2026, its #1838 holding.
  • Invesco first reported a position in UWM Holdings in Q2 2021 and has held it in 21 quarters since.
  • 291 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Invesco's 13F filing for Q2 2026, filed 14 Aug 2026.