Zurich Cantonal Bank’s UWM Holdings UWMC Stock Holding History

Zurich Cantonal Bank’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	$254K	Buy	110,780 +60,018	+118%	+$187K	﹤0.01%	2247
2026 Q1	$184K	Buy	50,762 +6,873	+16%	+$31.6K	﹤0.01%	2266
2025 Q4	$192K	Hold	43,889	–	–	﹤0.01%	2237
2025 Q3	$267K	Buy	43,889 +18,044	+70%	+$94.6K	﹤0.01%	2056
2025 Q2	$107K	Hold	25,845	–	–	﹤0.01%	2364
2025 Q1	$141K	Buy	25,845 +7,687	+42%	+$46.7K	﹤0.01%	2268
2024 Q4	$107K	Hold	18,158	–	–	﹤0.01%	2408
2024 Q3	$155K	Hold	18,158	–	–	﹤0.01%	2243
2024 Q2	$126K	Hold	18,158	–	–	﹤0.01%	2275
2024 Q1	$132K	Hold	18,158	–	–	﹤0.01%	2261
2023 Q4	$130K	Buy	18,158 +4,479	+33%	+$25.3K	﹤0.01%	2325
2023 Q3	$66.3K	Hold	13,679	–	–	﹤0.01%	2524
2023 Q2	$76.6K	Buy	13,679 +3,857	+39%	+$20.8K	﹤0.01%	2461
2023 Q1	$48.2K	Hold	9,822	–	–	﹤0.01%	2603
2022 Q4	$32.5K	Hold	9,822	–	–	﹤0.01%	2693
2022 Q3	$29K	Hold	9,822	–	–	﹤0.01%	2737
2022 Q2	$35K	Hold	9,822	–	–	﹤0.01%	2690
2022 Q1	$44K	Hold	9,822	–	–	﹤0.01%	2553
2021 Q4	$58K	Hold	9,822	–	–	﹤0.01%	2697
2021 Q3	$68K	Buy	9,822 +6,161	+168%	+$45.9K	﹤0.01%	2519
2021 Q2	$31K	Buy	+3,661	New	+$30.6K	﹤0.01%	2541

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 40.91% 1-Year Est. Return

Zurich Cantonal Bank's UWMC Position: Q2 2026 in Review

Zurich Cantonal Bank increased its UWM Holdings (UWMC) stake by 118% in Q2 2026, buying an estimated $187K and bringing the position to 110,780 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #2247.

Zurich Cantonal Bank first reported a position in UWMC in Q2 2021 and has held it in 21 quarters since. The position peaked at $267K in Q3 2025. 291 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

Zurich Cantonal Bank held 110,780 shares of UWM Holdings worth $254K as of Q2 2026.
Zurich Cantonal Bank bought 60,018 UWM Holdings shares in Q2 2026, an estimated $187K.
UWM Holdings made up ﹤0.01% of Zurich Cantonal Bank's portfolio in Q2 2026, its #2247 holding.
Zurich Cantonal Bank first reported a position in UWM Holdings in Q2 2021 and has held it in 21 quarters since.
Zurich Cantonal Bank's UWM Holdings position peaked at $267K in Q3 2025.
291 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Zurich Cantonal Bank's 13F filing for Q2 2026, filed 12 Aug 2026.