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 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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

FGP

Freestone Grove Partners San Francisco, California $14.2B AUM 24.58% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

KSCM

King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Caprock Group's UWMC Position: Q1 2026 in Review

Caprock Group increased its UWM Holdings (UWMC) stake by 45% in Q1 2026, buying an estimated $579K and bringing the position to 405,504 shares worth $1.51M. The position accounts for 0.04% of the portfolio, ranked #428.

Caprock Group first reported a position in UWMC in Q4 2025 and has held it in 2 quarters since. 283 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

Caprock Group held 405,504 shares of UWM Holdings worth $1.51M as of Q1 2026.
Caprock Group bought 125,787 UWM Holdings shares in Q1 2026, an estimated $579K.
UWM Holdings made up 0.04% of Caprock Group's portfolio in Q1 2026, its #428 holding.
Caprock Group first reported a position in UWM Holdings in Q4 2025 and has held it in 2 quarters since.
283 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.