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 Q2	–	Sell	-28,922	Closed	-$127K	–	1959
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 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

Vise Technologies's UWMC Position: Q2 2026 in Review

Vise Technologies sold out of UWM Holdings (UWMC) in Q2 2026, closing a stake of 28,922 shares — an estimated $127K sold.

Vise Technologies first reported a position in UWMC in Q2 2025 and held it in 4 quarters. The position peaked at $218K in Q3 2025. 292 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

Vise Technologies reported no remaining UWM Holdings position as of Q2 2026 after selling out during the quarter.
Vise Technologies sold 28,922 UWM Holdings shares in Q2 2026, an estimated $127K.
Vise Technologies first reported a position in UWM Holdings in Q2 2025 and held it in 4 quarters.
Vise Technologies's UWM Holdings position peaked at $218K in Q3 2025.
292 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.