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 Q2	$1.48M	Buy	619,823 +69,167	+13%	+$215K	0.22%	83
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 $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Carrera Capital Advisors's UWMC Position: Q2 2026 in Review

Carrera Capital Advisors increased its UWM Holdings (UWMC) stake by 13% in Q2 2026, buying an estimated $215K and bringing the position to 619,823 shares worth $1.48M. The position accounts for 0.22% of the portfolio, ranked #83.

Carrera Capital Advisors first reported a position in UWMC in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.68M in Q1 2025. 292 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

Carrera Capital Advisors held 619,823 shares of UWM Holdings worth $1.48M as of Q2 2026.
Carrera Capital Advisors bought 69,167 UWM Holdings shares in Q2 2026, an estimated $215K.
UWM Holdings made up 0.22% of Carrera Capital Advisors's portfolio in Q2 2026, its #83 holding.
Carrera Capital Advisors first reported a position in UWM Holdings in Q3 2024 and has held it in 8 quarters since.
Carrera Capital Advisors's UWM Holdings position peaked at $2.68M in Q1 2025.
292 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Carrera Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.