Smartleaf Asset Management’s UWM Holdings UWMC Stock Holding History

Smartleaf 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	$1.22K	Hold	581	–	–	﹤0.01%	3066
2026 Q1	$2.02K	Hold	581	–	–	﹤0.01%	2948
2025 Q4	$2.57K	Hold	581	–	–	﹤0.01%	2911
2025 Q3	$3.61K	Buy	581 +117	+25%	+$613	﹤0.01%	2472
2025 Q2	$1.9K	Sell	464 -117	-20%	-$514	﹤0.01%	2352
2025 Q1	$3.27K	Hold	581	–	–	﹤0.01%	2341
2024 Q4	$3.33K	Buy	581 +464	+397%	+$3.02K	﹤0.01%	2383
2024 Q3	$981	Buy	+117	New	+$986	﹤0.01%	2662

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

Smartleaf Asset Management's UWMC Position: Q2 2026 in Review

Smartleaf Asset Management held its UWM Holdings (UWMC) position steady in Q2 2026 at 581 shares worth $1.22K. The position accounts for ﹤0.01% of the portfolio, ranked #3066.

Smartleaf Asset Management first reported a position in UWMC in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.61K in Q3 2025. 292 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

Smartleaf Asset Management held 581 shares of UWM Holdings worth $1.22K as of Q2 2026.
Smartleaf Asset Management left its UWM Holdings share count unchanged in Q2 2026.
UWM Holdings made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #3066 holding.
Smartleaf Asset Management first reported a position in UWM Holdings in Q3 2024 and has held it in 8 quarters since.
Smartleaf Asset Management's UWM Holdings position peaked at $3.61K in Q3 2025.
292 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.