MCM
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MAI Capital Management’s UWM Holdings UWMC Stock Holding History

MAI Capital 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
Q1 		$27.3K Buy
7,529
+6,525
+650% +$30K ﹤0.01% 2610
2025
Q4 		$4.4K Buy
1,004
+374
+59% +$2.01K ﹤0.01% 3158
2025
Q3 		$3.84K Sell
630
-173
-22% -$907 ﹤0.01% 3110
2025
Q2 		$3.33K Buy
803
+136
+20% +$598 ﹤0.01% 3237
2025
Q1 		$3.64K Sell
667
-11
-2% -$67 ﹤0.01% 2822
2024
Q4 		$3.98K Buy
+678
New +$4.41K ﹤0.01% 2843

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

MAI Capital Management's UWMC Position: Q1 2026 in Review

MAI Capital Management increased its UWM Holdings (UWMC) stake by 650% in Q1 2026, buying an estimated $30K and bringing the position to 7,529 shares worth $27.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2610.

MAI Capital Management first reported a position in UWMC in Q4 2024 and has held it in 6 quarters since. 283 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

  • MAI Capital Management held 7,529 shares of UWM Holdings worth $27.3K as of Q1 2026.
  • MAI Capital Management bought 6,525 UWM Holdings shares in Q1 2026, an estimated $30K.
  • UWM Holdings made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #2610 holding.
  • MAI Capital Management first reported a position in UWM Holdings in Q4 2024 and has held it in 6 quarters since.
  • 283 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.