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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
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
FGP
Freestone Grove Partners San Francisco, California $14.2B AUM 24.58% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Smartleaf Asset Management's UWMC Position: Q1 2026 in Review

Smartleaf Asset Management held its UWM Holdings (UWMC) position steady in Q1 2026 at 581 shares worth $2.02K. The position accounts for ﹤0.01% of the portfolio, ranked #2948.

Smartleaf Asset Management first reported a position in UWMC in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.61K in Q3 2025. 283 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

  • Smartleaf Asset Management held 581 shares of UWM Holdings worth $2.02K as of Q1 2026.
  • Smartleaf Asset Management left its UWM Holdings share count unchanged in Q1 2026.
  • UWM Holdings made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #2948 holding.
  • Smartleaf Asset Management first reported a position in UWM Holdings in Q3 2024 and has held it in 7 quarters since.
  • Smartleaf Asset Management's UWM Holdings position peaked at $3.61K in Q3 2025.
  • 283 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.