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Evergreen Capital Management’s UWM Holdings UWMC Stock Holding History

Evergreen Capital Management’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 		– Sell
-10,289
Closed -$37.9K – 1677
2026
Q1 		$37.9K Sell
10,289
-19,903
-66% -$91.6K ﹤0.01% 1499
2025
Q4 		$135K Buy
30,192
+4,279
+17% +$23K ﹤0.01% 1355
2025
Q3 		$160K Buy
25,913
+11,790
+83% +$61.8K ﹤0.01% 1253
2025
Q2 		$59.8K Sell
14,123
-1,977
-12% -$8.69K ﹤0.01% 1113
2025
Q1 		$89.4K Buy
16,100
+693
+4% +$4.21K ﹤0.01% 1071
2024
Q4 		$91.9K Hold
15,407
– – ﹤0.01% 1048
2024
Q3 		$133K Hold
15,407
– – ﹤0.01% 972
2024
Q2 		$108K Sell
15,407
-206
-1% -$1.42K ﹤0.01% 909
2024
Q1 		$115K Buy
15,613
+155
+1% +$1.05K ﹤0.01% 837
2023
Q4 		$112K Sell
15,458
-24
-0.2% -$135 ﹤0.01% 813
2023
Q3 		$76.6K Hold
15,482
– – ﹤0.01% 773
2023
Q2 		$88.3K Hold
15,482
– – ﹤0.01% 780
2023
Q1 		$77K Buy
15,482
+4,878
+46% +$21.4K ﹤0.01% 700
2022
Q4 		$36.2K Buy
+10,604
New +$39.7K ﹤0.01% 670

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

Evergreen Capital Management's UWMC Position: Q2 2026 in Review

Evergreen Capital Management sold out of UWM Holdings (UWMC) in Q2 2026, closing a stake of 10,289 shares — an estimated $37.9K sold.

Evergreen Capital Management first reported a position in UWMC in Q4 2022 and held it in 14 quarters. The position peaked at $160K in Q3 2025. 292 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • Evergreen Capital Management reported no remaining UWM Holdings position as of Q2 2026 after selling out during the quarter.
  • Evergreen Capital Management sold 10,289 UWM Holdings shares in Q2 2026, an estimated $37.9K.
  • Evergreen Capital Management first reported a position in UWM Holdings in Q4 2022 and held it in 14 quarters.
  • Evergreen Capital Management's UWM Holdings position peaked at $160K in Q3 2025.
  • 292 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.