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
Q2 		$87.6K Buy
38,243
+3,694
+11% +$11.5K ﹤0.01% 3061
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 $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

CAPTRUST Financial Advisors's UWMC Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its UWM Holdings (UWMC) stake by 11% in Q2 2026, buying an estimated $11.5K and bringing the position to 38,243 shares worth $87.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3061.

CAPTRUST Financial Advisors first reported a position in UWMC in Q3 2020 and has held it in 12 quarters since. The position peaked at $771K in Q4 2025. 292 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • CAPTRUST Financial Advisors held 38,243 shares of UWM Holdings worth $87.6K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 3,694 UWM Holdings shares in Q2 2026, an estimated $11.5K.
  • UWM Holdings made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #3061 holding.
  • CAPTRUST Financial Advisors first reported a position in UWM Holdings in Q3 2020 and has held it in 12 quarters since.
  • CAPTRUST Financial Advisors's UWM Holdings position peaked at $771K in Q4 2025.
  • 292 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.