Caption Management’s UWM Holdings UWMC Stock Holding History

Caption Management’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	$77.8K	Buy	21,500 +2,802	+15%	+$12.9K	﹤0.01%	1407
2025 Q4	$81.9K	Sell	18,698 -156,302	-89%	-$841K	﹤0.01%	1449
2025 Q3	$1.07M	Buy	+175,000	New	+$917K	0.01%	1080
2025 Q1	–	Sell	-45,000	Closed	-$264K	–	2069
2024 Q4	$264K	Buy	+45,000	New	+$293K	﹤0.01%	1219
2024 Q3	–	Sell	-59,200	Closed	-$410K	–	1602
2024 Q2	$410K	Buy	+59,200	New	+$407K	0.01%	846
2021 Q3	–	Sell	-47,500	Closed	-$401K	–	1817
2021 Q2	$401K	Buy	+47,500	New	+$398K	0.01%	1094

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

Caption Management's UWMC Position: Q1 2026 in Review

Caption Management increased its UWM Holdings (UWMC) stake by 15% in Q1 2026, buying an estimated $12.9K and bringing the position to 21,500 shares worth $77.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1407.

Caption Management first reported a position in UWMC in Q2 2021 and has held it in 6 quarters since. The position peaked at $1.07M in Q3 2025. 283 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

Caption Management held 21,500 shares of UWM Holdings worth $77.8K as of Q1 2026.
Caption Management bought 2,802 UWM Holdings shares in Q1 2026, an estimated $12.9K.
UWM Holdings made up ﹤0.01% of Caption Management's portfolio in Q1 2026, its #1407 holding.
Caption Management first reported a position in UWM Holdings in Q2 2021 and has held it in 6 quarters since.
Caption Management's UWM Holdings position peaked at $1.07M in Q3 2025.
283 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on Caption Management's 13F filing for Q1 2026, filed 15 May 2026.