Morgan Stanley
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Morgan Stanley’s UWM Holdings UWMC Stock Holding History

Morgan Stanley’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 		$11M Buy
4,805,724
+794,049
+20% +$2.47M ﹤0.01% 3605
2026
Q1 		$14.5M Buy
4,011,675
+1,128,752
+39% +$5.19M ﹤0.01% 3243
2025
Q4 		$12.6M Buy
2,882,923
+1,524,434
+112% +$8.2M ﹤0.01% 3389
2025
Q3 		$8.27M Sell
1,358,489
-1,232,790
-48% -$6.46M ﹤0.01% 3706
2025
Q2 		$10.7M Buy
2,591,279
+295,627
+13% +$1.3M ﹤0.01% 3370
2025
Q1 		$12.5M Buy
2,295,652
+1,229,388
+115% +$7.47M ﹤0.01% 3140
2024
Q4 		$6.26M Sell
1,066,264
-50,792
-5% -$331K ﹤0.01% 3808
2024
Q3 		$9.52M Buy
1,117,056
+424,685
+61% +$3.58M ﹤0.01% 3464
2024
Q2 		$4.8M Buy
692,371
+233,486
+51% +$1.6M ﹤0.01% 3908
2024
Q1 		$3.33M Sell
458,885
-70,026
-13% -$473K ﹤0.01% 4232
2023
Q4 		$3.78M Sell
528,911
-6,696
-1% -$37.8K ﹤0.01% 4115
2023
Q3 		$2.6M Sell
535,607
-594
-0.1% -$3.42K ﹤0.01% 4221
2023
Q2 		$3M Buy
536,201
+13,904
+3% +$74.9K ﹤0.01% 4148
2023
Q1 		$2.56M Buy
522,297
+127,098
+32% +$557K ﹤0.01% 4296
2022
Q4 		$1.31M Sell
395,199
-39,779
-9% -$149K ﹤0.01% 4715
2022
Q3 		$1.27M Sell
434,978
-230,242
-35% -$848K ﹤0.01% 4737
2022
Q2 		$2.35M Buy
665,220
+359,087
+117% +$1.38M ﹤0.01% 4403
2022
Q1 		$1.39M Buy
306,133
+147,761
+93% +$713K ﹤0.01% 4765
2021
Q4 		$938K Sell
158,372
-27,169
-15% -$183K ﹤0.01% 5117
2021
Q3 		$1.29M Buy
185,541
+86,189
+87% +$642K ﹤0.01% 4884
2021
Q2 		$841K Sell
99,352
-45,223
-31% -$379K ﹤0.01% 5189
2021
Q1 		$1.15M Buy
144,575
+144,299
+52,282% +$1.4M ﹤0.01% 4628
2020
Q4 		$4K Buy
276
+7
+3% +$73 ﹤0.01% 6813
2020
Q3 		$3K Buy
+269
New +$2.84K ﹤0.01% 6528

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

Morgan Stanley's UWMC Position: Q2 2026 in Review

Morgan Stanley increased its UWM Holdings (UWMC) stake by 20% in Q2 2026, buying an estimated $2.47M and bringing the position to 4,805,724 shares worth $11M. The position accounts for ﹤0.01% of the portfolio, ranked #3605.

Morgan Stanley first reported a position in UWMC in Q3 2020 and has held it in 24 quarters since. The position peaked at $14.5M in Q1 2026. 292 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • Morgan Stanley held 4,805,724 shares of UWM Holdings worth $11M as of Q2 2026.
  • Morgan Stanley bought 794,049 UWM Holdings shares in Q2 2026, an estimated $2.47M.
  • UWM Holdings made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #3605 holding.
  • Morgan Stanley first reported a position in UWM Holdings in Q3 2020 and has held it in 24 quarters since.
  • Morgan Stanley's UWM Holdings position peaked at $14.5M in Q1 2026.
  • 292 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.