Osaic Holdings
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Osaic Holdings’s UWM Holdings UWMC Stock Holding History

Osaic Holdings’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 		$190K Buy
82,866
+5,741
+7% +$17.8K ﹤0.01% 4473
2026
Q1 		$279K Buy
77,125
+34,120
+79% +$157K ﹤0.01% 3872
2025
Q4 		$188K Sell
43,005
-1,069
-2% -$5.75K ﹤0.01% 4202
2025
Q3 		$257K Buy
44,074
+281
+0.6% +$1.47K ﹤0.01% 4007
2025
Q2 		$181K Buy
43,793
+8,473
+24% +$37.2K ﹤0.01% 4026
2025
Q1 		$193K Sell
35,320
-1,634
-4% -$9.93K ﹤0.01% 3662
2024
Q4 		$217K Buy
36,954
+7,592
+26% +$49.4K ﹤0.01% 3522
2024
Q3 		$250K Sell
29,362
-570
-2% -$4.8K ﹤0.01% 3476
2024
Q2 		$207K Sell
29,932
-931
-3% -$6.4K ﹤0.01% 3524
2024
Q1 		$224K Buy
30,863
+9,127
+42% +$61.6K ﹤0.01% 3584
2023
Q4 		$155K Buy
21,736
+6,618
+44% +$37.4K ﹤0.01% 4128
2023
Q3 		$73.3K Buy
15,118
+341
+2% +$1.96K ﹤0.01% 4735
2023
Q2 		$82.8K Sell
14,777
-762
-5% -$4.1K ﹤0.01% 4575
2023
Q1 		$76.5K Buy
15,539
+3,039
+24% +$13.3K ﹤0.01% 4666
2022
Q4 		$42K Sell
12,500
-5,670
-31% -$21.2K ﹤0.01% 5063
2022
Q3 		$53K Buy
18,170
+1,707
+10% +$6.29K ﹤0.01% 4866
2022
Q2 		$60K Sell
16,463
-3,846
-19% -$14.7K ﹤0.01% 4819
2022
Q1 		$93K Buy
20,309
+3,695
+22% +$17.8K ﹤0.01% 4647
2021
Q4 		$98K Sell
16,614
-31,920
-66% -$215K ﹤0.01% 4617
2021
Q3 		$337K Sell
48,534
-7,670
-14% -$57.1K ﹤0.01% 3422
2021
Q2 		$475K Buy
56,204
+7,135
+15% +$59.7K ﹤0.01% 3081
2021
Q1 		$389K Buy
49,069
+44,502
+974% +$432K ﹤0.01% 3139
2020
Q4 		$60K Buy
+4,567
New +$47.8K ﹤0.01% 4434

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

Osaic Holdings's UWMC Position: Q2 2026 in Review

Osaic Holdings increased its UWM Holdings (UWMC) stake by 7.4% in Q2 2026, buying an estimated $17.8K and bringing the position to 82,866 shares worth $190K. The position accounts for ﹤0.01% of the portfolio, ranked #4473.

Osaic Holdings first reported a position in UWMC in Q4 2020 and has held it in 23 quarters since. The position peaked at $475K in Q2 2021. 292 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • Osaic Holdings held 82,866 shares of UWM Holdings worth $190K as of Q2 2026.
  • Osaic Holdings bought 5,741 UWM Holdings shares in Q2 2026, an estimated $17.8K.
  • UWM Holdings made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #4473 holding.
  • Osaic Holdings first reported a position in UWM Holdings in Q4 2020 and has held it in 23 quarters since.
  • Osaic Holdings's UWM Holdings position peaked at $475K in Q2 2021.
  • 292 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.