Wellington Management Group
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Wellington Management Group’s UWM Holdings UWMC Stock Holding History

Wellington Management Group’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 		$138K Hold
38,199
– – ﹤0.01% 1858
2025
Q4 		$167K Buy
+38,199
New +$205K ﹤0.01% 1889
2025
Q3 		– Sell
-10,637
Closed -$44K – 2121
2025
Q2 		$44K Buy
+10,637
New +$46.8K ﹤0.01% 1932
2023
Q4 		– Sell
-17,997
Closed -$87.3K – 1928
2023
Q3 		$87.3K Buy
+17,997
New +$104K ﹤0.01% 1794

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

Wellington Management Group's UWMC Position: Q1 2026 in Review

Wellington Management Group held its UWM Holdings (UWMC) position steady in Q1 2026 at 38,199 shares worth $138K. The position accounts for ﹤0.01% of the portfolio, ranked #1858.

Wellington Management Group first reported a position in UWMC in Q3 2023 and has held it in 4 quarters since. The position peaked at $167K in Q4 2025. 283 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

  • Wellington Management Group held 38,199 shares of UWM Holdings worth $138K as of Q1 2026.
  • Wellington Management Group left its UWM Holdings share count unchanged in Q1 2026.
  • UWM Holdings made up ﹤0.01% of Wellington Management Group's portfolio in Q1 2026, its #1858 holding.
  • Wellington Management Group first reported a position in UWM Holdings in Q3 2023 and has held it in 4 quarters since.
  • Wellington Management Group's UWM Holdings position peaked at $167K in Q4 2025.
  • 283 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.