Vident Advisory’s UWM Holdings UWMC Stock Holding History

Vident Advisory’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	$57.9K	Sell	25,285 -28,555	-53%	-$88.7K	﹤0.01%	1905
2026 Q1	$195K	Sell	53,840 -17,105	-24%	-$78.7K	﹤0.01%	1709
2025 Q4	$311K	Sell	70,945 -5,263	-7%	-$28.3K	﹤0.01%	1362
2025 Q3	$464K	Buy	76,208 +7,570	+11%	+$39.7K	﹤0.01%	1232
2025 Q2	$284K	Sell	68,638 -18,589	-21%	-$81.7K	﹤0.01%	1333
2025 Q1	$476K	Buy	87,227 +16,396	+23%	+$99.6K	0.01%	1060
2024 Q4	$416K	Sell	70,831 -44,887	-39%	-$292K	0.01%	1042
2024 Q3	$986K	Buy	115,718 +20,163	+21%	+$170K	0.02%	638
2024 Q2	$662K	Buy	95,555 +12,619	+15%	+$86.7K	0.02%	756
2024 Q1	$602K	Buy	82,936 +36,567	+79%	+$247K	0.01%	748
2023 Q4	$332K	Buy	46,369 +4,339	+10%	+$24.5K	0.01%	961
2023 Q3	$204K	Buy	+42,030	New	+$242K	0.01%	1109

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

Vident Advisory's UWMC Position: Q2 2026 in Review

Vident Advisory reduced its UWM Holdings (UWMC) stake by 53% in Q2 2026, selling an estimated $88.7K and leaving 25,285 shares worth $57.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1905.

Vident Advisory first reported a position in UWMC in Q3 2023 and has held it in 12 quarters since. The position peaked at $986K in Q3 2024. 293 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

Vident Advisory held 25,285 shares of UWM Holdings worth $57.9K as of Q2 2026.
Vident Advisory sold 28,555 UWM Holdings shares in Q2 2026, an estimated $88.7K.
UWM Holdings made up ﹤0.01% of Vident Advisory's portfolio in Q2 2026, its #1905 holding.
Vident Advisory first reported a position in UWM Holdings in Q3 2023 and has held it in 12 quarters since.
Vident Advisory's UWM Holdings position peaked at $986K in Q3 2024.
293 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Vident Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.