SEI Investments’s UWM Holdings UWMC Stock Holding History

SEI Investments’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 Q3	$89.1K	Sell	75,562 -85,421	-53%	-$137K	﹤0.01%	3201
2026 Q2	$369K	Buy	160,983 +139,745	+658%	+$434K	﹤0.01%	2772
2026 Q1	$76.9K	Sell	21,238 -155,267	-88%	-$715K	﹤0.01%	3133
2025 Q4	$773K	Buy	176,505 +46,333	+36%	+$249K	﹤0.01%	2304
2025 Q3	$793K	Buy	130,172 +83,392	+178%	+$437K	﹤0.01%	2057
2025 Q2	$194K	Buy	46,780 +32,162	+220%	+$141K	﹤0.01%	2576
2025 Q1	$79.8K	Buy	14,618 +569	+4%	+$3.46K	﹤0.01%	2636
2024 Q4	$82.5K	Buy	+14,049	New	+$91.4K	﹤0.01%	2611
2024 Q3	–	Sell	-31,085	Closed	-$215K	–	2770
2024 Q2	$215K	Sell	31,085 -13,452	-30%	-$92.4K	﹤0.01%	2432
2024 Q1	$323K	Sell	44,537 -24,584	-36%	-$166K	﹤0.01%	2274
2023 Q4	$494K	Sell	69,121 -17,138	-20%	-$96.7K	﹤0.01%	2115
2023 Q3	$418K	Sell	86,259 -94,237	-52%	-$543K	﹤0.01%	2183
2023 Q2	$1.01M	Buy	180,496 +162,560	+906%	+$875K	﹤0.01%	1875
2023 Q1	$88.1K	Buy	+17,936	New	+$78.7K	﹤0.01%	2588

Other funds holding UWMC

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Shenkman Capital Management New York $610M AUM 1.13% 1-Year Est. Return

SEP

Signature Equity Partners Columbus, Ohio $287M AUM 21.26% 1-Year Est. Return

Pacific Capital Wealth Advisors Corona, California $698M AUM 9.63% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $1.04B AUM 41.44% 1-Year Est. Return

Dymon Asia Capital (Singapore) Singapore $2.21B AUM 109.09% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

SEI Investments's UWMC Position: Q3 2026 in Review

SEI Investments reduced its UWM Holdings (UWMC) stake by 53% in Q3 2026, selling an estimated $137K and leaving 75,562 shares worth $89.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3201.

SEI Investments first reported a position in UWMC in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.01M in Q2 2023. 155 funds tracked by Wall St. Rank hold UWMC as of Q3 2026.

SEI Investments held 75,562 shares of UWM Holdings worth $89.1K as of Q3 2026.
SEI Investments sold 85,421 UWM Holdings shares in Q3 2026, an estimated $137K.
UWM Holdings made up ﹤0.01% of SEI Investments's portfolio in Q3 2026, its #3201 holding.
SEI Investments first reported a position in UWM Holdings in Q1 2023 and has held it in 14 quarters since.
SEI Investments's UWM Holdings position peaked at $1.01M in Q2 2023.
155 funds tracked by Wall St. Rank held UWM Holdings as of Q3 2026.

Based on SEI Investments's 13F filing for Q3 2026, filed 10 Nov 2026.