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 Q1	$2.17K	Buy	+600	New	+$2.76K	﹤0.01%	1123

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 Wealth's UWMC Position: Q1 2026 in Review

NewEdge Wealth opened a new position in UWM Holdings (UWMC) in Q1 2026: 10,813 shares worth $39.1K. The stake represents ﹤0.01% of the portfolio and ranks #1116 among its holdings.

283 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

NewEdge Wealth held 10,813 shares of UWM Holdings worth $39.1K as of Q1 2026.
UWM Holdings was a new NewEdge Wealth position in Q1 2026.
UWM Holdings made up ﹤0.01% of NewEdge Wealth's portfolio in Q1 2026, its #1116 holding.
283 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

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