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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
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
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

Vestmark Advisory Solutions's UWMC Position: Q1 2026 in Review

Vestmark Advisory Solutions reduced its UWM Holdings (UWMC) stake by 0.01% in Q1 2026, selling an estimated $5 and leaving 13,261 shares worth $48K. The position accounts for ﹤0.01% of the portfolio, ranked #1317.

Vestmark Advisory Solutions first reported a position in UWMC in Q2 2025 and has held it in 3 quarters since. The position peaked at $103K in Q2 2025. 283 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

  • Vestmark Advisory Solutions held 13,261 shares of UWM Holdings worth $48K as of Q1 2026.
  • Vestmark Advisory Solutions sold 1 UWM Holdings share in Q1 2026, an estimated $5.
  • UWM Holdings made up ﹤0.01% of Vestmark Advisory Solutions's portfolio in Q1 2026, its #1317 holding.
  • Vestmark Advisory Solutions first reported a position in UWM Holdings in Q2 2025 and has held it in 3 quarters since.
  • Vestmark Advisory Solutions's UWM Holdings position peaked at $103K in Q2 2025.
  • 283 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.