Wells Fargo
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Wells Fargo’s UWM Holdings UWMC Stock Holding History

Wells Fargo’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 		$1.91M Buy
833,240
+198,782
+31% +$618K ﹤0.01% 3646
2026
Q1 		$2.3M Buy
634,458
+454,005
+252% +$2.09M ﹤0.01% 3171
2025
Q4 		$790K Sell
180,453
-198,744
-52% -$1.07M ﹤0.01% 4139
2025
Q3 		$2.31M Buy
379,197
+91,169
+32% +$478K ﹤0.01% 3215
2025
Q2 		$1.19M Buy
288,028
+199,477
+225% +$877K ﹤0.01% 3587
2025
Q1 		$483K Buy
88,551
+23,581
+36% +$143K ﹤0.01% 4121
2024
Q4 		$381K Buy
64,970
+5,849
+10% +$38.1K ﹤0.01% 4366
2024
Q3 		$504K Buy
59,121
+22,979
+64% +$194K ﹤0.01% 3987
2024
Q2 		$250K Sell
36,142
-575
-2% -$3.95K ﹤0.01% 4361
2024
Q1 		$267K Sell
36,717
-18,559
-34% -$125K ﹤0.01% 4284
2023
Q4 		$395K Sell
55,276
-1,168
-2% -$6.59K ﹤0.01% 4018
2023
Q3 		$274K Sell
56,444
-1,577
-3% -$9.09K ﹤0.01% 4160
2023
Q2 		$325K Buy
58,021
+488
+0.8% +$2.63K ﹤0.01% 4269
2023
Q1 		$282K Sell
57,533
-9,850
-15% -$43.2K ﹤0.01% 4226
2022
Q4 		$223K Buy
67,383
+1,644
+3% +$6.16K ﹤0.01% 4115
2022
Q3 		$192K Sell
65,739
-214
-0.3% -$788 ﹤0.01% 4270
2022
Q2 		$234K Sell
65,953
-469,936
-88% -$1.8M ﹤0.01% 4189
2022
Q1 		$2.43M Buy
535,889
+4,603
+0.9% +$22.2K ﹤0.01% 3113
2021
Q4 		$3.15M Buy
531,286
+471,776
+793% +$3.18M ﹤0.01% 3041
2021
Q3 		$413K Buy
59,510
+13,909
+31% +$104K ﹤0.01% 4766
2021
Q2 		$386K Sell
45,601
-50,412
-53% -$422K ﹤0.01% 4748
2021
Q1 		$762K Buy
96,013
+92,553
+2,675% +$898K ﹤0.01% 4437
2020
Q4 		$46K Buy
+3,460
New +$36.2K ﹤0.01% 5609

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

Wells Fargo's UWMC Position: Q2 2026 in Review

Wells Fargo increased its UWM Holdings (UWMC) stake by 31% in Q2 2026, buying an estimated $618K and bringing the position to 833,240 shares worth $1.91M. The position accounts for ﹤0.01% of the portfolio, ranked #3646.

Wells Fargo first reported a position in UWMC in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.15M in Q4 2021. 292 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • Wells Fargo held 833,240 shares of UWM Holdings worth $1.91M as of Q2 2026.
  • Wells Fargo bought 198,782 UWM Holdings shares in Q2 2026, an estimated $618K.
  • UWM Holdings made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #3646 holding.
  • Wells Fargo first reported a position in UWM Holdings in Q4 2020 and has held it in 23 quarters since.
  • Wells Fargo's UWM Holdings position peaked at $3.15M in Q4 2021.
  • 292 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.