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NewEdge Wealth’s UWM Holdings UWMC Stock Holding History

NewEdge Wealth’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 		$29.3K Buy
12,813
+2,000
+18% +$6.21K ﹤0.01% 1225
2026
Q1 		$39.1K Buy
+10,813
New +$49.8K ﹤0.01% 1116

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

NewEdge Wealth's UWMC Position: Q2 2026 in Review

NewEdge Wealth increased its UWM Holdings (UWMC) stake by 18% in Q2 2026, buying an estimated $6.21K and bringing the position to 12,813 shares worth $29.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1225.

NewEdge Wealth first reported a position in UWMC in Q1 2026 and has held it in 2 quarters since. The position peaked at $39.1K in Q1 2026. 292 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • NewEdge Wealth held 12,813 shares of UWM Holdings worth $29.3K as of Q2 2026.
  • NewEdge Wealth bought 2,000 UWM Holdings shares in Q2 2026, an estimated $6.21K.
  • UWM Holdings made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #1225 holding.
  • NewEdge Wealth first reported a position in UWM Holdings in Q1 2026 and has held it in 2 quarters since.
  • NewEdge Wealth's UWM Holdings position peaked at $39.1K in Q1 2026.
  • 292 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.