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Concentric Capital Strategies’s UWM Holdings UWMC Stock Holding History

Concentric Capital Strategies’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 		– Sell
-2,251,999
Closed -$9.86M – 404
2025
Q4 		$9.86M Buy
2,251,999
+1,881,483
+508% +$10.1M 0.47% 67
2025
Q3 		$2.26M Buy
+370,516
New +$1.94M 0.1% 171

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 Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FGP
Freestone Grove Partners San Francisco, California $15.6B AUM 27.39% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
KSCM
King Street Capital Management New York $190M AUM 16.01% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Concentric Capital Strategies's UWMC Position: Q1 2026 in Review

Concentric Capital Strategies sold out of UWM Holdings (UWMC) in Q1 2026, closing a stake of 2,251,999 shares — an estimated $9.86M sold.

Concentric Capital Strategies first reported a position in UWMC in Q3 2025 and held it in 2 quarters. The position peaked at $9.86M in Q4 2025. 285 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

  • Concentric Capital Strategies reported no remaining UWM Holdings position as of Q1 2026 after selling out during the quarter.
  • Concentric Capital Strategies sold 2,251,999 UWM Holdings shares in Q1 2026, an estimated $9.86M.
  • Concentric Capital Strategies first reported a position in UWM Holdings in Q3 2025 and held it in 2 quarters.
  • Concentric Capital Strategies's UWM Holdings position peaked at $9.86M in Q4 2025.
  • 285 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on Concentric Capital Strategies's 13F filing for Q1 2026, filed 15 May 2026.