Trust Company’s UWM Holdings UWMC Stock Holding History

Trust Company’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	$153	Hold	67	–	–	﹤0.01%	891
2026 Q1	$243	Hold	67	–	–	﹤0.01%	855
2025 Q4	$293	Buy	+67	New	+$360	﹤0.01%	825

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

Trust Company's UWMC Position: Q2 2026 in Review

Trust Company held its UWM Holdings (UWMC) position steady in Q2 2026 at 67 shares worth $153. The position accounts for ﹤0.01% of the portfolio, ranked #891.

Trust Company first reported a position in UWMC in Q4 2025 and has held it in 3 quarters since. The position peaked at $293 in Q4 2025. 292 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

Trust Company held 67 shares of UWM Holdings worth $153 as of Q2 2026.
Trust Company left its UWM Holdings share count unchanged in Q2 2026.
UWM Holdings made up ﹤0.01% of Trust Company's portfolio in Q2 2026, its #891 holding.
Trust Company first reported a position in UWM Holdings in Q4 2025 and has held it in 3 quarters since.
Trust Company's UWM Holdings position peaked at $293 in Q4 2025.
292 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.