UBS AM
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UBS AM’s UWM Holdings UWMC Stock Holding History

UBS AM’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 		$514K Sell
224,550
-26,285
-10% -$81.7K ﹤0.01% 2539
2026
Q1 		$908K Hold
250,835
– – ﹤0.01% 2374
2025
Q4 		$1.1M Buy
250,835
+1,232
+0.5% +$6.63K ﹤0.01% 2110
2025
Q3 		$1.52M Sell
249,603
-229,819
-48% -$1.2M ﹤0.01% 1856
2025
Q2 		$1.98M Buy
479,422
+211,164
+79% +$928K ﹤0.01% 2146
2025
Q1 		$1.46M Buy
268,258
+71,211
+36% +$433K ﹤0.01% 2146
2024
Q4 		$1.16M Buy
197,047
+27,531
+16% +$179K ﹤0.01% 2300
2024
Q3 		$1.44M Sell
169,516
-22,716
-12% -$192K ﹤0.01% 2207
2024
Q2 		$1.33M Buy
192,232
+68,089
+55% +$468K ﹤0.01% 2220
2024
Q1 		$901K Buy
124,143
+10,991
+10% +$74.2K ﹤0.01% 2068
2023
Q4 		$809K Buy
113,152
+11,335
+11% +$64K ﹤0.01% 2138
2023
Q3 		$494K Buy
101,817
+11,987
+13% +$69.1K ﹤0.01% 2307
2023
Q2 		$441K Hold
89,830
– – ﹤0.01% 2370
2023
Q1 		$441K Hold
89,830
– – ﹤0.01% 2370
2022
Q4 		$297K Sell
89,830
-7,112
-7% -$26.7K ﹤0.01% 2332
2022
Q3 		$284K Hold
96,942
– – ﹤0.01% 2507
2022
Q2 		$343K Hold
96,942
– – ﹤0.01% 2433
2022
Q1 		$439K Buy
96,942
+7,374
+8% +$35.6K ﹤0.01% 2501
2021
Q4 		$530K Sell
89,568
-7,242
-7% -$48.9K ﹤0.01% 2534
2021
Q3 		$673K Hold
96,810
– – ﹤0.01% 2356
2021
Q2 		$818K Buy
+96,810
New +$810K ﹤0.01% 2322

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

UBS AM's UWMC Position: Q2 2026 in Review

UBS AM reduced its UWM Holdings (UWMC) stake by 10% in Q2 2026, selling an estimated $81.7K and leaving 224,550 shares worth $514K. The position accounts for ﹤0.01% of the portfolio, ranked #2539.

UBS AM first reported a position in UWMC in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.98M in Q2 2025. 292 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • UBS AM held 224,550 shares of UWM Holdings worth $514K as of Q2 2026.
  • UBS AM sold 26,285 UWM Holdings shares in Q2 2026, an estimated $81.7K.
  • UWM Holdings made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2539 holding.
  • UBS AM first reported a position in UWM Holdings in Q2 2021 and has held it in 21 quarters since.
  • UBS AM's UWM Holdings position peaked at $1.98M in Q2 2025.
  • 292 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.