Mercer Global Advisors
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Mercer Global Advisors’s UWM Holdings UWMC Stock Holding History

Mercer 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
Q2 		$225K Buy
98,310
+25,427
+35% +$79K ﹤0.01% 3126
2026
Q1 		$264K Sell
72,883
-53,368
-42% -$246K ﹤0.01% 2563
2025
Q4 		$553K Buy
126,251
+55,437
+78% +$298K ﹤0.01% 1799
2025
Q3 		$431K Buy
70,814
+50,500
+249% +$265K ﹤0.01% 1845
2025
Q2 		$84.1K Sell
20,314
-24,756
-55% -$109K ﹤0.01% 2171
2025
Q1 		$246K Buy
45,070
+15,056
+50% +$91.5K ﹤0.01% 1857
2024
Q4 		$176K Buy
30,014
+6,181
+26% +$40.2K ﹤0.01% 1987
2024
Q3 		$199K Sell
23,833
-924
-4% -$7.79K ﹤0.01% 1815
2024
Q2 		$168K Buy
24,757
+1,991
+9% +$13.7K ﹤0.01% 1816
2024
Q1 		$165K Sell
22,766
-34,804
-60% -$235K ﹤0.01% 1816
2023
Q4 		$412K Buy
57,570
+4,817
+9% +$27.2K ﹤0.01% 1434
2023
Q3 		$256K Buy
52,753
+31,306
+146% +$180K ﹤0.01% 1633
2023
Q2 		$120K Buy
21,447
+747
+4% +$4.02K ﹤0.01% 1810
2023
Q1 		$102K Buy
+20,700
New +$90.8K ﹤0.01% 1829
2022
Q2 		– Sell
-216,480
Closed -$981K – 1929
2022
Q1 		$981K Buy
216,480
+174,945
+421% +$844K 0.01% 906
2021
Q4 		$246K Buy
+41,535
New +$280K ﹤0.01% 1560

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

Mercer Global Advisors's UWMC Position: Q2 2026 in Review

Mercer Global Advisors increased its UWM Holdings (UWMC) stake by 35% in Q2 2026, buying an estimated $79K and bringing the position to 98,310 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #3126.

Mercer Global Advisors first reported a position in UWMC in Q4 2021 and has held it in 16 quarters since. The position peaked at $981K in Q1 2022. 292 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • Mercer Global Advisors held 98,310 shares of UWM Holdings worth $225K as of Q2 2026.
  • Mercer Global Advisors bought 25,427 UWM Holdings shares in Q2 2026, an estimated $79K.
  • UWM Holdings made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #3126 holding.
  • Mercer Global Advisors first reported a position in UWM Holdings in Q4 2021 and has held it in 16 quarters since.
  • Mercer Global Advisors's UWM Holdings position peaked at $981K in Q1 2022.
  • 292 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.