X
UWMC icon

Xponance’s UWM Holdings UWMC Stock Holding History

Xponance’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 		$49.8K Buy
21,728
+6,611
+44% +$20.5K ﹤0.01% 1788
2026
Q1 		$54.7K Buy
15,117
+4,611
+44% +$21.2K ﹤0.01% 1630
2025
Q4 		$46K Buy
+10,506
New +$56.5K ﹤0.01% 1530
2024
Q3 		– Sell
-11,032
Closed -$76.5K – 1402
2024
Q2 		$76.5K Buy
+11,032
New +$75.8K ﹤0.01% 1259
2023
Q2 		– Sell
-11,475
Closed -$56.3K – 1295
2023
Q1 		$56.3K Buy
11,475
+208
+2% +$912 ﹤0.01% 1185
2022
Q4 		$37.3K Sell
11,267
-192
-2% -$720 ﹤0.01% 1193
2022
Q3 		$34K Buy
11,459
+141
+1% +$519 ﹤0.01% 1163
2022
Q2 		$40K Buy
+11,318
New +$43.4K ﹤0.01% 1167

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

Xponance's UWMC Position: Q2 2026 in Review

Xponance increased its UWM Holdings (UWMC) stake by 44% in Q2 2026, buying an estimated $20.5K and bringing the position to 21,728 shares worth $49.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1788.

Xponance first reported a position in UWMC in Q2 2022 and has held it in 8 quarters since. The position peaked at $76.5K in Q2 2024. 291 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • Xponance held 21,728 shares of UWM Holdings worth $49.8K as of Q2 2026.
  • Xponance bought 6,611 UWM Holdings shares in Q2 2026, an estimated $20.5K.
  • UWM Holdings made up ﹤0.01% of Xponance's portfolio in Q2 2026, its #1788 holding.
  • Xponance first reported a position in UWM Holdings in Q2 2022 and has held it in 8 quarters since.
  • Xponance's UWM Holdings position peaked at $76.5K in Q2 2024.
  • 291 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Xponance's 13F filing for Q2 2026, filed 10 Aug 2026.