Rothschild Investment LLC’s UWM Holdings UWMC Stock Holding History

Rothschild Investment LLC’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	$33.9K	Buy	14,798 +6,436	+77%	+$20K	﹤0.01%	1354
2026 Q1	$30.3K	Buy	8,362 +7,992	+2,160%	+$36.8K	﹤0.01%	1267
2025 Q4	$1.62K	Buy	370 +45	+14%	+$242	﹤0.01%	2472
2025 Q3	$1.98K	Buy	325 +235	+261%	+$1.23K	﹤0.01%	2238
2025 Q2	$373	Buy	90 +50	+125%	+$220	﹤0.01%	2826
2025 Q1	$218	Buy	+40	New	+$243	﹤0.01%	2831
2024 Q1	–	Sell	-42,900	Closed	-$307K	–	2288
2023 Q4	$307K	Hold	42,900	–	–	0.03%	351
2023 Q3	$208K	Hold	42,900	–	–	0.02%	435
2023 Q2	$240K	Sell	42,900 -3,200	-7%	-$17.2K	0.02%	435
2023 Q1	$226K	Hold	46,100	–	–	0.02%	431
2022 Q4	$153K	Hold	46,100	–	–	0.01%	449
2022 Q3	$135K	Sell	46,100 -1,540	-3%	-$5.67K	0.01%	443
2022 Q2	$169K	Buy	47,640 +3,200	+7%	+$12.3K	0.02%	443
2022 Q1	$201K	Buy	44,440 +7,500	+20%	+$36.2K	0.02%	462
2021 Q4	$219K	Hold	36,940	–	–	0.02%	463
2021 Q3	$257K	Buy	+36,940	New	+$275K	0.02%	416

Other funds holding UWMC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SEP

Signature Equity Partners Columbus, Ohio $218M AUM

OTL

Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

CCA

Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

PCWA

Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

Rothschild Investment LLC's UWMC Position: Q2 2026 in Review

Rothschild Investment LLC increased its UWM Holdings (UWMC) stake by 77% in Q2 2026, buying an estimated $20K and bringing the position to 14,798 shares worth $33.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1354.

Rothschild Investment LLC first reported a position in UWMC in Q3 2021 and has held it in 16 quarters since. The position peaked at $307K in Q4 2023. 113 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

Rothschild Investment LLC held 14,798 shares of UWM Holdings worth $33.9K as of Q2 2026.
Rothschild Investment LLC bought 6,436 UWM Holdings shares in Q2 2026, an estimated $20K.
UWM Holdings made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1354 holding.
Rothschild Investment LLC first reported a position in UWM Holdings in Q3 2021 and has held it in 16 quarters since.
Rothschild Investment LLC's UWM Holdings position peaked at $307K in Q4 2023.
113 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.