NFJ Investment Group’s UWM Holdings UWMC Stock Holding History

NFJ Investment Group’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	–	Sell	-1,189,216	Closed	-$4.3M	–	256
2026 Q1	$4.3M	Buy	1,189,216 +7,478	+0.6%	+$34.4K	0.16%	110
2025 Q4	$5.18M	Buy	+1,181,738	New	+$6.36M	0.19%	110

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

NFJ Investment Group's UWMC Position: Q2 2026 in Review

NFJ Investment Group sold out of UWM Holdings (UWMC) in Q2 2026, closing a stake of 1,189,216 shares — an estimated $4.3M sold.

NFJ Investment Group first reported a position in UWMC in Q4 2025 and held it in 2 quarters. The position peaked at $5.18M in Q4 2025. 292 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

NFJ Investment Group reported no remaining UWM Holdings position as of Q2 2026 after selling out during the quarter.
NFJ Investment Group sold 1,189,216 UWM Holdings shares in Q2 2026, an estimated $4.3M.
NFJ Investment Group first reported a position in UWM Holdings in Q4 2025 and held it in 2 quarters.
NFJ Investment Group's UWM Holdings position peaked at $5.18M in Q4 2025.
292 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on NFJ Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.