CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s UWM Holdings UWMC Stock Holding History

CAPTRUST Financial 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
Q1 		$125K Sell
34,549
-141,474
-80% -$651K ﹤0.01% 2778
2025
Q4 		$771K Buy
176,023
+100,041
+132% +$538K ﹤0.01% 1650
2025
Q3 		$463K Buy
+75,982
New +$398K ﹤0.01% 1870
2025
Q2 		– Sell
-20,276
Closed -$111K – 2595
2025
Q1 		$111K Buy
+20,276
New +$123K ﹤0.01% 2226
2022
Q3 		– Sell
-9,589
Closed -$34K – 3978
2022
Q2 		$34K Buy
9,589
+6,601
+221% +$25.3K ﹤0.01% 3041
2022
Q1 		$14K Buy
2,988
+394
+15% +$1.9K ﹤0.01% 3625
2021
Q4 		$16K Sell
2,594
-1,951
-43% -$13.2K ﹤0.01% 3449
2021
Q3 		$32K Buy
+4,545
New +$33.8K ﹤0.01% 2868
2021
Q2 		– Sell
-1,790
Closed -$14K – 4660
2021
Q1 		$14K Buy
1,790
+1,690
+1,690% +$16.4K ﹤0.01% 3244
2020
Q4 		$1K Sell
100
-17,696
-99% -$185K ﹤0.01% 3320
2020
Q3 		$181K Buy
+17,796
New +$188K ﹤0.01% 1071

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

CAPTRUST Financial Advisors's UWMC Position: Q1 2026 in Review

CAPTRUST Financial Advisors reduced its UWM Holdings (UWMC) stake by 80% in Q1 2026, selling an estimated $651K and leaving 34,549 shares worth $125K. The position accounts for ﹤0.01% of the portfolio, ranked #2778.

CAPTRUST Financial Advisors first reported a position in UWMC in Q3 2020 and has held it in 11 quarters since. The position peaked at $771K in Q4 2025. 283 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

  • CAPTRUST Financial Advisors held 34,549 shares of UWM Holdings worth $125K as of Q1 2026.
  • CAPTRUST Financial Advisors sold 141,474 UWM Holdings shares in Q1 2026, an estimated $651K.
  • UWM Holdings made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2778 holding.
  • CAPTRUST Financial Advisors first reported a position in UWM Holdings in Q3 2020 and has held it in 11 quarters since.
  • CAPTRUST Financial Advisors's UWM Holdings position peaked at $771K in Q4 2025.
  • 283 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.