Vestmark Advisory Solutions’s UWM Holdings UWMC Stock Holding History

Vestmark Advisory Solutions’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	$31.8K	Buy	13,894 +633	+5%	+$1.97K	﹤0.01%	1459
2026 Q1	$48K	Sell	13,261 -1	-0%	-$5	﹤0.01%	1317
2025 Q4	$58.1K	Buy	+13,262	New	+$71.3K	﹤0.01%	1234
2025 Q3	–	Sell	-24,798	Closed	-$103K	–	1000
2025 Q2	$103K	Buy	+24,798	New	+$109K	﹤0.01%	771

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

Vestmark Advisory Solutions's UWMC Position: Q2 2026 in Review

Vestmark Advisory Solutions increased its UWM Holdings (UWMC) stake by 4.8% in Q2 2026, buying an estimated $1.97K and bringing the position to 13,894 shares worth $31.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1459.

Vestmark Advisory Solutions first reported a position in UWMC in Q2 2025 and has held it in 4 quarters since. The position peaked at $103K in Q2 2025. 292 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

Vestmark Advisory Solutions held 13,894 shares of UWM Holdings worth $31.8K as of Q2 2026.
Vestmark Advisory Solutions bought 633 UWM Holdings shares in Q2 2026, an estimated $1.97K.
UWM Holdings made up ﹤0.01% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #1459 holding.
Vestmark Advisory Solutions first reported a position in UWM Holdings in Q2 2025 and has held it in 4 quarters since.
Vestmark Advisory Solutions's UWM Holdings position peaked at $103K in Q2 2025.
292 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.