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Optimist Retirement Group’s UWM Holdings UWMC Stock Holding History

Optimist Retirement 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 		$123K Hold
53,698
– – 0.05% 118
2026
Q1 		$194K Buy
+53,698
New +$247K 0.09% 112

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

Optimist Retirement Group's UWMC Position: Q2 2026 in Review

Optimist Retirement Group held its UWM Holdings (UWMC) position steady in Q2 2026 at 53,698 shares worth $123K. The position accounts for 0.05% of the portfolio, ranked #118.

Optimist Retirement Group first reported a position in UWMC in Q1 2026 and has held it in 2 quarters since. The position peaked at $194K in Q1 2026. 292 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • Optimist Retirement Group held 53,698 shares of UWM Holdings worth $123K as of Q2 2026.
  • Optimist Retirement Group left its UWM Holdings share count unchanged in Q2 2026.
  • UWM Holdings made up 0.05% of Optimist Retirement Group's portfolio in Q2 2026, its #118 holding.
  • Optimist Retirement Group first reported a position in UWM Holdings in Q1 2026 and has held it in 2 quarters since.
  • Optimist Retirement Group's UWM Holdings position peaked at $194K in Q1 2026.
  • 292 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Optimist Retirement Group's 13F filing for Q2 2026, filed 10 Aug 2026.