MassMutual Private Wealth & Trust’s UWM Holdings UWMC Stock Holding History

MassMutual Private Wealth & Trust’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	–	Sell	-406	Closed	-$1.87K	–	2506
2025 Q4	$1.78K	Hold	406	–	–	﹤0.01%	2024
2025 Q3	$2.47K	Buy	+406	New	+$2.13K	﹤0.01%	1924
2025 Q2	–	Sell	-153	Closed	-$835	–	2495
2025 Q1	$835	Hold	153	–	–	﹤0.01%	2164
2024 Q4	$898	Buy	+153	New	+$996	﹤0.01%	2044
2022 Q1	–	Sell	-143	Closed	-$1K	–	1640
2021 Q4	$1K	Sell	143 -195	-58%	-$1.32K	﹤0.01%	1324
2021 Q3	$2K	Buy	338 +328	+3,280%	+$2.44K	﹤0.01%	1098
2021 Q2	$0	Buy	+10	New	+$84	﹤0.01%	1301

Other funds holding UWMC

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $124B AUM 33.93% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MassMutual Private Wealth & Trust's UWMC Position: Q1 2026 in Review

MassMutual Private Wealth & Trust sold out of UWM Holdings (UWMC) in Q1 2026, closing a stake of 406 shares — an estimated $1.87K sold.

MassMutual Private Wealth & Trust first reported a position in UWMC in Q2 2021 and held it in 7 quarters. The position peaked at $2.47K in Q3 2025. 283 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

MassMutual Private Wealth & Trust reported no remaining UWM Holdings position as of Q1 2026 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 406 UWM Holdings shares in Q1 2026, an estimated $1.87K.
MassMutual Private Wealth & Trust first reported a position in UWM Holdings in Q2 2021 and held it in 7 quarters.
MassMutual Private Wealth & Trust's UWM Holdings position peaked at $2.47K in Q3 2025.
283 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2026, filed 13 Apr 2026.