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
Q2 		$25.8K Buy
11,087
+3,558
+47% +$11.1K ﹤0.01% 2036
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 $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

MAI Capital Management's UWMC Position: Q2 2026 in Review

MAI Capital Management increased its UWM Holdings (UWMC) stake by 47% in Q2 2026, buying an estimated $11.1K and bringing the position to 11,087 shares worth $25.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2036.

MAI Capital Management first reported a position in UWMC in Q4 2024 and has held it in 7 quarters since. The position peaked at $27.3K in Q1 2026. 292 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • MAI Capital Management held 11,087 shares of UWM Holdings worth $25.8K as of Q2 2026.
  • MAI Capital Management bought 3,558 UWM Holdings shares in Q2 2026, an estimated $11.1K.
  • UWM Holdings made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #2036 holding.
  • MAI Capital Management first reported a position in UWM Holdings in Q4 2024 and has held it in 7 quarters since.
  • MAI Capital Management's UWM Holdings position peaked at $27.3K in Q1 2026.
  • 292 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.