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Caprock Group’s UWM Holdings UWMC Stock Holding History

Caprock 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 		$965K Sell
403,581
-1,923
-0.5% -$5.98K 0.02% 633
2026
Q1 		$1.51M Buy
405,504
+125,787
+45% +$579K 0.04% 428
2025
Q4 		$1.25M Buy
+279,717
New +$1.5M 0.03% 543

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

Caprock Group's UWMC Position: Q2 2026 in Review

Caprock Group reduced its UWM Holdings (UWMC) stake by 0.47% in Q2 2026, selling an estimated $5.98K and leaving 403,581 shares worth $965K. The position accounts for 0.02% of the portfolio, ranked #633.

Caprock Group first reported a position in UWMC in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.51M in Q1 2026. 292 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • Caprock Group held 403,581 shares of UWM Holdings worth $965K as of Q2 2026.
  • Caprock Group sold 1,923 UWM Holdings shares in Q2 2026, an estimated $5.98K.
  • UWM Holdings made up 0.02% of Caprock Group's portfolio in Q2 2026, its #633 holding.
  • Caprock Group first reported a position in UWM Holdings in Q4 2025 and has held it in 3 quarters since.
  • Caprock Group's UWM Holdings position peaked at $1.51M in Q1 2026.
  • 292 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.