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 Q2	$641	Hold	280	–	–	﹤0.01%	4038
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 $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

NewEdge Advisors's UWMC Position: Q2 2026 in Review

NewEdge Advisors held its UWM Holdings (UWMC) position steady in Q2 2026 at 280 shares worth $641. The position accounts for ﹤0.01% of the portfolio, ranked #4038.

NewEdge Advisors first reported a position in UWMC in Q4 2022 and has held it in 15 quarters since. The position peaked at $52.9K in Q4 2025. 292 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

NewEdge Advisors held 280 shares of UWM Holdings worth $641 as of Q2 2026.
NewEdge Advisors left its UWM Holdings share count unchanged in Q2 2026.
UWM Holdings made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #4038 holding.
NewEdge Advisors first reported a position in UWM Holdings in Q4 2022 and has held it in 15 quarters since.
NewEdge Advisors's UWM Holdings position peaked at $52.9K in Q4 2025.
292 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.