Nisa Investment Advisors
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Nisa Investment Advisors’s UWM Holdings UWMC Stock Holding History

Nisa Investment 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 		$313 Sell
131
-11,998
-99% -$37.3K ﹤0.01% 3010
2026
Q1 		$45.1K Buy
12,129
+6,057
+100% +$27.9K ﹤0.01% 1706
2025
Q4 		$27.2K Sell
6,072
-23,000
-79% -$124K ﹤0.01% 1827
2025
Q3 		$180K Buy
+29,072
New +$152K ﹤0.01% 1272

Other funds holding UWMC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SEP
Signature Equity Partners Columbus, Ohio $218M AUM
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 1-Year Est. Return

Nisa Investment Advisors's UWMC Position: Q2 2026 in Review

Nisa Investment Advisors reduced its UWM Holdings (UWMC) stake by 99% in Q2 2026, selling an estimated $37.3K and leaving 131 shares worth $313. The position accounts for ﹤0.01% of the portfolio, ranked #3010.

Nisa Investment Advisors first reported a position in UWMC in Q3 2025 and has held it in 4 quarters since. The position peaked at $180K in Q3 2025. 143 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • Nisa Investment Advisors held 131 shares of UWM Holdings worth $313 as of Q2 2026.
  • Nisa Investment Advisors sold 11,998 UWM Holdings shares in Q2 2026, an estimated $37.3K.
  • UWM Holdings made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #3010 holding.
  • Nisa Investment Advisors first reported a position in UWM Holdings in Q3 2025 and has held it in 4 quarters since.
  • Nisa Investment Advisors's UWM Holdings position peaked at $180K in Q3 2025.
  • 143 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.