Marshall Wace
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Marshall Wace’s UWM Holdings UWMC Stock Holding History

Marshall Wace’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 		$5.3M Buy
2,316,186
+2,106,530
+1,005% +$6.55M ﹤0.01% 1345
2026
Q1 		$759K Sell
209,656
-1,071,248
-84% -$4.93M ﹤0.01% 2263
2025
Q4 		$5.61M Buy
1,280,904
+1,129,577
+746% +$6.08M 0.01% 1105
2025
Q3 		$922K Sell
151,327
-862,061
-85% -$4.52M ﹤0.01% 1970
2025
Q2 		$4.2M Buy
1,013,388
+230,705
+29% +$1.01M ﹤0.01% 1228
2025
Q1 		$4.27M Buy
782,683
+550,424
+237% +$3.34M 0.01% 1140
2024
Q4 		$1.36M Buy
232,259
+170,055
+273% +$1.11M ﹤0.01% 1592
2024
Q3 		$530K Sell
62,204
-26,121
-30% -$220K ﹤0.01% 1905
2024
Q2 		$612K Buy
88,325
+36,275
+70% +$249K ﹤0.01% 1893
2024
Q1 		$378K Buy
+52,050
New +$351K ﹤0.01% 2034
2023
Q4 		– Sell
-61,462
Closed -$298K – 2635
2023
Q3 		$298K Buy
61,462
+41,507
+208% +$239K ﹤0.01% 1885
2023
Q2 		$112K Buy
+19,955
New +$107K ﹤0.01% 2315
2023
Q1 		– Sell
-74,079
Closed -$245K – 3128
2022
Q4 		$245K Sell
74,079
-71,557
-49% -$268K ﹤0.01% 2636
2022
Q3 		$427K Buy
+145,636
New +$536K ﹤0.01% 2798
2022
Q1 		– Sell
-744,094
Closed -$4.41M – 4052
2021
Q4 		$4.41M Buy
+744,094
New +$5.02M 0.01% 1457
2021
Q3 		– Sell
-71,382
Closed -$603K – 3449
2021
Q2 		$603K Buy
+71,382
New +$598K ﹤0.01% 2049
2021
Q1 		– Sell
-449,917
Closed -$5.91M – 2881
2020
Q4 		$5.91M Sell
449,917
-450,071
-50% -$4.71M 0.03% 509
2020
Q3 		$9.28M Buy
+899,988
New +$9.49M 0.06% 322

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 40.91% 1-Year Est. Return

Marshall Wace's UWMC Position: Q2 2026 in Review

Marshall Wace increased its UWM Holdings (UWMC) stake by 1,005% in Q2 2026, buying an estimated $6.55M and bringing the position to 2,316,186 shares worth $5.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1345.

Marshall Wace first reported a position in UWMC in Q3 2020 and has held it in 18 quarters since. The position peaked at $9.28M in Q3 2020. 291 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • Marshall Wace held 2,316,186 shares of UWM Holdings worth $5.3M as of Q2 2026.
  • Marshall Wace bought 2,106,530 UWM Holdings shares in Q2 2026, an estimated $6.55M.
  • UWM Holdings made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #1345 holding.
  • Marshall Wace first reported a position in UWM Holdings in Q3 2020 and has held it in 18 quarters since.
  • Marshall Wace's UWM Holdings position peaked at $9.28M in Q3 2020.
  • 291 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.