Rockefeller Capital Management
UWMC icon

Rockefeller Capital Management’s UWM Holdings UWMC Stock Holding History

Rockefeller Capital 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 		$12.8K Buy
5,593
+4,699
+526% +$14.6K ﹤0.01% 3910
2026
Q1 		$3.24K Buy
+894
New +$4.11K ﹤0.01% 4331
2025
Q4 		– Sell
-341
Closed -$2.08K – 4849
2025
Q3 		$2.08K Buy
+341
New +$1.79K ﹤0.01% 4084
2021
Q2 		– Sell
-400
Closed -$3K – 3615
2021
Q1 		$3K Buy
+400
New +$3.88K ﹤0.01% 3056

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

Rockefeller Capital Management's UWMC Position: Q2 2026 in Review

Rockefeller Capital Management increased its UWM Holdings (UWMC) stake by 526% in Q2 2026, buying an estimated $14.6K and bringing the position to 5,593 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3910.

Rockefeller Capital Management first reported a position in UWMC in Q1 2021 and has held it in 4 quarters since. 293 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • Rockefeller Capital Management held 5,593 shares of UWM Holdings worth $12.8K as of Q2 2026.
  • Rockefeller Capital Management bought 4,699 UWM Holdings shares in Q2 2026, an estimated $14.6K.
  • UWM Holdings made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3910 holding.
  • Rockefeller Capital Management first reported a position in UWM Holdings in Q1 2021 and has held it in 4 quarters since.
  • 293 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.