Lebenthal Global Advisors
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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
Q3 		$260K Buy
220,158
+2,396
+1% +$3.85K 0.03% 181
2026
Q2 		$499K Buy
217,762
+18
+0% +$56 0.07% 159
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 $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
HRT Financial
HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return

Lebenthal Global Advisors's UWMC Position: Q3 2026 in Review

Lebenthal Global Advisors increased its UWM Holdings (UWMC) stake by 1.1% in Q3 2026, buying an estimated $3.85K and bringing the position to 220,158 shares worth $260K. The position accounts for 0.03% of the portfolio, ranked #181.

Lebenthal Global Advisors first reported a position in UWMC in Q2 2021 and has held it in 22 quarters since. The position peaked at $1.01M in Q1 2022. 228 funds tracked by Wall St. Rank hold UWMC as of Q3 2026.

  • Lebenthal Global Advisors held 220,158 shares of UWM Holdings worth $260K as of Q3 2026.
  • Lebenthal Global Advisors bought 2,396 UWM Holdings shares in Q3 2026, an estimated $3.85K.
  • UWM Holdings made up 0.03% of Lebenthal Global Advisors's portfolio in Q3 2026, its #181 holding.
  • Lebenthal Global Advisors first reported a position in UWM Holdings in Q2 2021 and has held it in 22 quarters since.
  • Lebenthal Global Advisors's UWM Holdings position peaked at $1.01M in Q1 2022.
  • 228 funds tracked by Wall St. Rank held UWM Holdings as of Q3 2026.

Based on Lebenthal Global Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.