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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
Q1 		$194K Buy
+53,698
New +$247K 0.09% 112

Other funds holding UWMC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Optimist Retirement Group's UWMC Position: Q1 2026 in Review

Optimist Retirement Group opened a new position in UWM Holdings (UWMC) in Q1 2026: 53,698 shares worth $194K. The stake represents 0.09% of the portfolio and ranks #112 among its holdings.

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

  • Optimist Retirement Group held 53,698 shares of UWM Holdings worth $194K as of Q1 2026.
  • UWM Holdings was a new Optimist Retirement Group position in Q1 2026.
  • UWM Holdings made up 0.09% of Optimist Retirement Group's portfolio in Q1 2026, its #112 holding.
  • 283 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on Optimist Retirement Group's 13F filing for Q1 2026, filed 11 May 2026.