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
Q2 		– Sell
-38,199
Closed -$138K – 2075
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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Wellington Management Group's UWMC Position: Q2 2026 in Review

Wellington Management Group sold out of UWM Holdings (UWMC) in Q2 2026, closing a stake of 38,199 shares — an estimated $138K sold.

Wellington Management Group first reported a position in UWMC in Q3 2023 and held it in 4 quarters. The position peaked at $167K in Q4 2025. 292 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • Wellington Management Group reported no remaining UWM Holdings position as of Q2 2026 after selling out during the quarter.
  • Wellington Management Group sold 38,199 UWM Holdings shares in Q2 2026, an estimated $138K.
  • Wellington Management Group first reported a position in UWM Holdings in Q3 2023 and held it in 4 quarters.
  • Wellington Management Group's UWM Holdings position peaked at $167K in Q4 2025.
  • 292 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.