Capstone Investment Advisors
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Capstone Investment Advisors’s UWM Holdings UWMC Stock Holding History

Capstone Investment Advisors’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 		$679K Buy
+296,609
New +$922K ﹤0.01% 1103
2025
Q4 		– Sell
-72,151
Closed -$439K – 2072
2025
Q3 		$439K Buy
72,151
+7,151
+11% +$37.5K ﹤0.01% 1465
2025
Q2 		$269K Buy
+65,000
New +$286K ﹤0.01% 1439
2024
Q4 		– Sell
-34,254
Closed -$292K – 2024
2024
Q3 		$292K Buy
+34,254
New +$289K ﹤0.01% 1422

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

Capstone Investment Advisors's UWMC Position: Q2 2026 in Review

Capstone Investment Advisors opened a new position in UWM Holdings (UWMC) in Q2 2026: 296,609 shares worth $679K. The stake represents ﹤0.01% of the portfolio and ranks #1103 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in UWMC as recently as Q3 2025.

Capstone Investment Advisors first reported a position in UWMC in Q3 2024 and has held it in 4 quarters since. 293 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • Capstone Investment Advisors held 296,609 shares of UWM Holdings worth $679K as of Q2 2026.
  • UWM Holdings was a new Capstone Investment Advisors position in Q2 2026.
  • UWM Holdings made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1103 holding.
  • Capstone Investment Advisors first reported a position in UWM Holdings in Q3 2024 and has held it in 4 quarters since.
  • 293 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.