CM
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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 		$31.9K Hold
8,800
– – ﹤0.01% 1441
2025
Q4 		$38.5K Buy
+8,800
New +$47.3K ﹤0.01% 1477
2025
Q1 		– Sell
-100,000
Closed -$587K – 2070
2024
Q4 		$587K Buy
+100,000
New +$651K 0.01% 1060
2024
Q3 		– Sell
-160,000
Closed -$1.11M – 1603
2024
Q2 		$1.11M Buy
+160,000
New +$1.1M 0.02% 638

Other funds holding UWMC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
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.