NewEdge Advisors’s UWM Holdings UWMC Stock Holding History

NewEdge 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 Q1	$1.01K	Sell	280 -11,795	-98%	-$54.3K	﹤0.01%	3903
2025 Q4	$52.9K	Buy	12,075 +11,795	+4,213%	+$63.4K	﹤0.01%	2945
2025 Q3	$1.71K	Hold	280	–	–	﹤0.01%	3806
2025 Q2	$1.16K	Hold	280	–	–	﹤0.01%	3701
2025 Q1	$1.53K	Hold	280	–	–	﹤0.01%	3559
2024 Q4	$1.64K	Sell	280 -1,061	-79%	-$6.91K	﹤0.01%	3483
2024 Q3	$11.4K	Buy	1,341 +1	+0.1%	+$8	﹤0.01%	2896
2024 Q2	$9.29K	Hold	1,340	–	–	﹤0.01%	2879
2024 Q1	$9.73K	Hold	1,340	–	–	﹤0.01%	2894
2023 Q4	$9.58K	Buy	1,340 +280	+26%	+$1.58K	﹤0.01%	2865
2023 Q3	$5.14K	Hold	1,060	–	–	﹤0.01%	2801
2023 Q2	$5.94K	Hold	1,060	–	–	﹤0.01%	2756
2023 Q1	$5.21K	Hold	1,060	–	–	﹤0.01%	2759
2022 Q4	$4	Buy	+1,060	New	+$3.97K	﹤0.01%	3862

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

NewEdge Advisors's UWMC Position: Q1 2026 in Review

NewEdge Advisors reduced its UWM Holdings (UWMC) stake by 98% in Q1 2026, selling an estimated $54.3K and leaving 280 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #3903.

NewEdge Advisors first reported a position in UWMC in Q4 2022 and has held it in 14 quarters since. The position peaked at $52.9K in Q4 2025. 283 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

NewEdge Advisors held 280 shares of UWM Holdings worth $1.01K as of Q1 2026.
NewEdge Advisors sold 11,795 UWM Holdings shares in Q1 2026, an estimated $54.3K.
UWM Holdings made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #3903 holding.
NewEdge Advisors first reported a position in UWM Holdings in Q4 2022 and has held it in 14 quarters since.
NewEdge Advisors's UWM Holdings position peaked at $52.9K in Q4 2025.
283 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.