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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
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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Evergreen Capital Management's UWMC Position: Q1 2026 in Review

Evergreen Capital Management reduced its UWM Holdings (UWMC) stake by 66% in Q1 2026, selling an estimated $91.6K and leaving 10,289 shares worth $37.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1499.

Evergreen Capital Management first reported a position in UWMC in Q4 2022 and has held it in 14 quarters since. The position peaked at $160K in Q3 2025. 283 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

  • Evergreen Capital Management held 10,289 shares of UWM Holdings worth $37.9K as of Q1 2026.
  • Evergreen Capital Management sold 19,903 UWM Holdings shares in Q1 2026, an estimated $91.6K.
  • UWM Holdings made up ﹤0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #1499 holding.
  • Evergreen Capital Management first reported a position in UWM Holdings in Q4 2022 and has held it in 14 quarters since.
  • Evergreen Capital Management's UWM Holdings position peaked at $160K in Q3 2025.
  • 283 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.