Schnieders Capital Management’s UWM Holdings UWMC Stock Holding History

Schnieders 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	$96.9K	Buy	42,300 +1,500	+4%	+$4.66K	0.01%	245
2026 Q1	$148K	Buy	40,800 +2,400	+6%	+$11K	0.02%	204
2025 Q4	$168K	Sell	38,400 -38,650	-50%	-$208K	0.03%	214
2025 Q3	$469K	Buy	+77,050	New	+$404K	0.08%	137
2023 Q2	–	Sell	-11,000	Closed	-$54K	–	201
2023 Q1	$54K	Buy	+11,000	New	+$48.2K	0.01%	197

Other funds holding UWMC

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Schnieders Capital Management increased its UWM Holdings (UWMC) stake by 3.7% in Q2 2026, buying an estimated $4.66K and bringing the position to 42,300 shares worth $96.9K. The position accounts for 0.01% of the portfolio, ranked #245.

Schnieders Capital Management first reported a position in UWMC in Q1 2023 and has held it in 5 quarters since. The position peaked at $469K in Q3 2025. 293 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

Schnieders Capital Management held 42,300 shares of UWM Holdings worth $96.9K as of Q2 2026.
Schnieders Capital Management bought 1,500 UWM Holdings shares in Q2 2026, an estimated $4.66K.
UWM Holdings made up 0.01% of Schnieders Capital Management's portfolio in Q2 2026, its #245 holding.
Schnieders Capital Management first reported a position in UWM Holdings in Q1 2023 and has held it in 5 quarters since.
Schnieders Capital Management's UWM Holdings position peaked at $469K in Q3 2025.
293 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Schnieders Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.