Carrera Capital Advisors’s UWM Holdings UWMC Stock Holding History

Carrera Capital 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	$2.05M	Buy	550,656 +225,365	+69%	+$1.04M	0.32%	59
2025 Q4	$1.46M	Buy	325,291 +43,879	+16%	+$236K	0.25%	67
2025 Q3	$1.74M	Sell	281,412 -204,966	-42%	-$1.07M	0.31%	57
2025 Q2	$2.06M	Buy	486,378 +5,008	+1%	+$22K	0.42%	46
2025 Q1	$2.68M	Buy	481,370 +279,996	+139%	+$1.7M	0.59%	34
2024 Q4	$1.2M	Buy	201,374 +1,005	+0.5%	+$6.54K	0.28%	60
2024 Q3	$1.73M	Buy	+200,369	New	+$1.69M	0.42%	47

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

Carrera Capital Advisors's UWMC Position: Q1 2026 in Review

Carrera Capital Advisors increased its UWM Holdings (UWMC) stake by 69% in Q1 2026, buying an estimated $1.04M and bringing the position to 550,656 shares worth $2.05M. The position accounts for 0.32% of the portfolio, ranked #59.

Carrera Capital Advisors first reported a position in UWMC in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.68M in Q1 2025. 283 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

Carrera Capital Advisors held 550,656 shares of UWM Holdings worth $2.05M as of Q1 2026.
Carrera Capital Advisors bought 225,365 UWM Holdings shares in Q1 2026, an estimated $1.04M.
UWM Holdings made up 0.32% of Carrera Capital Advisors's portfolio in Q1 2026, its #59 holding.
Carrera Capital Advisors first reported a position in UWM Holdings in Q3 2024 and has held it in 7 quarters since.
Carrera Capital Advisors's UWM Holdings position peaked at $2.68M in Q1 2025.
283 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on Carrera Capital Advisors's 13F filing for Q1 2026, filed 4 May 2026.