State Street
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State Street’s UWM Holdings UWMC Stock Holding History

State Street’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 		$11.9M Buy
5,019,364
+1,453,726
+41% +$4.52M ﹤0.01% 2627
2026
Q1 		$13.2M Buy
3,565,638
+454,060
+15% +$2.09M ﹤0.01% 2457
2025
Q4 		$13.9M Buy
3,111,578
+521,533
+20% +$2.81M ﹤0.01% 2459
2025
Q3 		$16M Buy
2,590,045
+702,628
+37% +$3.68M ﹤0.01% 2363
2025
Q2 		$7.98M Buy
1,887,417
+241,795
+15% +$1.06M ﹤0.01% 2721
2025
Q1 		$9.15M Buy
1,645,622
+36,868
+2% +$224K ﹤0.01% 2579
2024
Q4 		$9.6M Buy
1,608,754
+16,670
+1% +$108K ﹤0.01% 2651
2024
Q3 		$13.7M Buy
1,592,084
+76,221
+5% +$643K ﹤0.01% 2418
2024
Q2 		$10.7M Sell
1,515,863
-39,071
-3% -$268K ﹤0.01% 2525
2024
Q1 		$11.4M Buy
1,554,934
+35,166
+2% +$237K ﹤0.01% 2499
2023
Q4 		$11M Buy
1,519,768
+45,296
+3% +$256K ﹤0.01% 2534
2023
Q3 		$7.3M Buy
1,474,472
+61,555
+4% +$355K ﹤0.01% 2747
2023
Q2 		$8.05M Buy
1,412,917
+36,465
+3% +$196K ﹤0.01% 2762
2023
Q1 		$6.89M Buy
1,376,452
+35,427
+3% +$155K ﹤0.01% 2863
2022
Q4 		$4.58M Buy
1,341,025
+31,200
+2% +$117K ﹤0.01% 3071
2022
Q3 		$3.97M Sell
1,309,825
-72,706
-5% -$268K ﹤0.01% 3166
2022
Q2 		$5.03M Sell
1,382,531
-372,522
-21% -$1.43M ﹤0.01% 3102
2022
Q1 		$8.12M Buy
1,755,053
+558,245
+47% +$2.69M ﹤0.01% 2933
2021
Q4 		$7.19M Buy
1,196,808
+243,190
+26% +$1.64M ﹤0.01% 3075
2021
Q3 		$6.71M Buy
953,618
+220,564
+30% +$1.64M ﹤0.01% 3086
2021
Q2 		$6.22M Buy
733,054
+706,354
+2,646% +$5.91M ﹤0.01% 3137
2021
Q1 		$212K Buy
+26,700
New +$259K ﹤0.01% 3841

Other funds holding UWMC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

State Street's UWMC Position: Q2 2026 in Review

State Street increased its UWM Holdings (UWMC) stake by 41% in Q2 2026, buying an estimated $4.52M and bringing the position to 5,019,364 shares worth $11.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2627.

State Street first reported a position in UWMC in Q1 2021 and has held it in 22 quarters since. The position peaked at $16M in Q3 2025. 292 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • State Street held 5,019,364 shares of UWM Holdings worth $11.9M as of Q2 2026.
  • State Street bought 1,453,726 UWM Holdings shares in Q2 2026, an estimated $4.52M.
  • UWM Holdings made up ﹤0.01% of State Street's portfolio in Q2 2026, its #2627 holding.
  • State Street first reported a position in UWM Holdings in Q1 2021 and has held it in 22 quarters since.
  • State Street's UWM Holdings position peaked at $16M in Q3 2025.
  • 292 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on State Street's 13F filing for Q2 2026, filed 7 Aug 2026.