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Lebenthal Global Advisors’s UWM Holdings UWMC Stock Holding History

Lebenthal Global Advisors’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 		$788K Buy
217,744
+25,239
+13% +$116K 0.11% 134
2025
Q4 		$843K Buy
192,505
+96,997
+102% +$522K 0.13% 113
2025
Q3 		$582K Sell
95,508
-52,927
-36% -$277K 0.1% 136
2025
Q2 		$615K Buy
148,435
+42,953
+41% +$189K 0.11% 121
2025
Q1 		$576K Buy
105,482
+7,723
+8% +$46.9K 0.11% 121
2024
Q4 		$574K Buy
97,759
+55,785
+133% +$363K 0.1% 125
2024
Q3 		$358K Sell
41,974
-20,525
-33% -$173K 0.07% 147
2024
Q2 		$433K Buy
62,499
+355
+0.6% +$2.44K 0.09% 128
2024
Q1 		$451K Buy
62,144
+11,634
+23% +$78.5K 0.1% 128
2023
Q4 		$361K Sell
50,510
-30,012
-37% -$169K 0.08% 138
2023
Q3 		$391K Buy
80,522
+24,281
+43% +$140K 0.12% 92
2023
Q2 		$315K Sell
56,241
-30,981
-36% -$167K 0.09% 95
2023
Q1 		$428K Sell
87,222
-115
-0.1% -$504 0.13% 80
2022
Q4 		$289K Sell
87,337
-54,262
-38% -$203K 0.1% 107
2022
Q3 		$414K Sell
141,599
-37,678
-21% -$139K 0.19% 69
2022
Q2 		$634K Sell
179,277
-43,910
-20% -$168K 0.31% 42
2022
Q1 		$1.01M Buy
223,187
+127,930
+134% +$617K 0.43% 29
2021
Q4 		$563K Buy
95,257
+5,374
+6% +$36.3K 0.23% 64
2021
Q3 		$624K Buy
89,883
+41,709
+87% +$311K 0.39% 50
2021
Q2 		$407K Buy
+48,174
New +$403K 0.22% 92

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

Lebenthal Global Advisors's UWMC Position: Q1 2026 in Review

Lebenthal Global Advisors increased its UWM Holdings (UWMC) stake by 13% in Q1 2026, buying an estimated $116K and bringing the position to 217,744 shares worth $788K. The position accounts for 0.11% of the portfolio, ranked #134.

Lebenthal Global Advisors first reported a position in UWMC in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.01M in Q1 2022. 283 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

  • Lebenthal Global Advisors held 217,744 shares of UWM Holdings worth $788K as of Q1 2026.
  • Lebenthal Global Advisors bought 25,239 UWM Holdings shares in Q1 2026, an estimated $116K.
  • UWM Holdings made up 0.11% of Lebenthal Global Advisors's portfolio in Q1 2026, its #134 holding.
  • Lebenthal Global Advisors first reported a position in UWM Holdings in Q2 2021 and has held it in 20 quarters since.
  • Lebenthal Global Advisors's UWM Holdings position peaked at $1.01M in Q1 2022.
  • 283 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on Lebenthal Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.