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Vise Technologies’s UWM Holdings UWMC Stock Holding History

Vise Technologies’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 		$127K Hold
28,922
– – ﹤0.01% 1414
2025
Q4 		$127K Sell
28,922
-6,812
-19% -$36.6K ﹤0.01% 1427
2025
Q3 		$218K Sell
35,734
-1,246
-3% -$6.53K 0.01% 1083
2025
Q2 		$153K Buy
+36,980
New +$163K 0.01% 1011

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

Vise Technologies's UWMC Position: Q1 2026 in Review

Vise Technologies held its UWM Holdings (UWMC) position steady in Q1 2026 at 28,922 shares worth $127K. The position accounts for ﹤0.01% of the portfolio, ranked #1414.

Vise Technologies first reported a position in UWMC in Q2 2025 and has held it in 4 quarters since. The position peaked at $218K in Q3 2025. 283 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

  • Vise Technologies held 28,922 shares of UWM Holdings worth $127K as of Q1 2026.
  • Vise Technologies left its UWM Holdings share count unchanged in Q1 2026.
  • UWM Holdings made up ﹤0.01% of Vise Technologies's portfolio in Q1 2026, its #1414 holding.
  • Vise Technologies first reported a position in UWM Holdings in Q2 2025 and has held it in 4 quarters since.
  • Vise Technologies's UWM Holdings position peaked at $218K in Q3 2025.
  • 283 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.