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Evolve Private Wealth’s UWM Holdings UWMC Stock Holding History

Evolve Private Wealth’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 		$48K Buy
13,247
+1,378
+12% +$6.34K ﹤0.01% 990
2025
Q4 		$53.3K Buy
+11,869
New +$63.8K ﹤0.01% 922

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

Evolve Private Wealth's UWMC Position: Q1 2026 in Review

Evolve Private Wealth increased its UWM Holdings (UWMC) stake by 12% in Q1 2026, buying an estimated $6.34K and bringing the position to 13,247 shares worth $48K. The position accounts for ﹤0.01% of the portfolio, ranked #990.

Evolve Private Wealth first reported a position in UWMC in Q4 2025 and has held it in 2 quarters since. The position peaked at $53.3K in Q4 2025. 283 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

  • Evolve Private Wealth held 13,247 shares of UWM Holdings worth $48K as of Q1 2026.
  • Evolve Private Wealth bought 1,378 UWM Holdings shares in Q1 2026, an estimated $6.34K.
  • UWM Holdings made up ﹤0.01% of Evolve Private Wealth's portfolio in Q1 2026, its #990 holding.
  • Evolve Private Wealth first reported a position in UWM Holdings in Q4 2025 and has held it in 2 quarters since.
  • Evolve Private Wealth's UWM Holdings position peaked at $53.3K in Q4 2025.
  • 283 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.