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O'Shaughnessy Asset Management’s UWM Holdings UWMC Stock Holding History

O'Shaughnessy Asset Management’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 		$24.4K Buy
+10,666
New +$33.1K ﹤0.01% 2354

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 40.91% 1-Year Est. Return

O'Shaughnessy Asset Management's UWMC Position: Q2 2026 in Review

O'Shaughnessy Asset Management opened a new position in UWM Holdings (UWMC) in Q2 2026: 10,666 shares worth $24.4K. The stake represents ﹤0.01% of the portfolio and ranks #2354 among its holdings.

291 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • O'Shaughnessy Asset Management held 10,666 shares of UWM Holdings worth $24.4K as of Q2 2026.
  • UWM Holdings was a new O'Shaughnessy Asset Management position in Q2 2026.
  • UWM Holdings made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #2354 holding.
  • 291 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.