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Fidelis Capital Partners’s UWM Holdings UWMC Stock Holding History

Fidelis Capital Partners’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
-16,424
Closed -$71.9K – 532
2025
Q4 		$71.9K Buy
16,424
+169
+1% +$909 0.01% 489
2025
Q3 		$99K Buy
16,255
+68
+0.4% +$357 0.01% 483
2025
Q2 		$68.3K Sell
16,187
-2,421
-13% -$10.6K 0.01% 440
2025
Q1 		$82.8K Buy
18,608
+63
+0.3% +$383 0.01% 420
2024
Q4 		$109K Sell
18,545
-100
-0.5% -$651 0.01% 432
2024
Q3 		$123K Buy
18,645
+97
+0.5% +$818 0.01% 405
2024
Q2 		$152K Sell
18,548
-44
-0.2% -$302 0.02% 368
2024
Q1 		$135K Buy
18,592
+28
+0.2% +$189 0.02% 360
2023
Q4 		$133K Sell
18,564
-813
-4% -$4.59K 0.03% 316
2023
Q3 		$94K Buy
19,377
+1,302
+7% +$7.5K 0.03% 262
2023
Q2 		$101K Buy
18,075
+892
+5% +$4.8K 0.04% 266
2023
Q1 		$100K Buy
+17,183
New +$75.4K 0.04% 242

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

Fidelis Capital Partners's UWMC Position: Q1 2026 in Review

Fidelis Capital Partners sold out of UWM Holdings (UWMC) in Q1 2026, closing a stake of 16,424 shares — an estimated $71.9K sold.

Fidelis Capital Partners first reported a position in UWMC in Q1 2023 and held it in 12 quarters. The position peaked at $152K in Q2 2024. 283 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

  • Fidelis Capital Partners reported no remaining UWM Holdings position as of Q1 2026 after selling out during the quarter.
  • Fidelis Capital Partners sold 16,424 UWM Holdings shares in Q1 2026, an estimated $71.9K.
  • Fidelis Capital Partners first reported a position in UWM Holdings in Q1 2023 and held it in 12 quarters.
  • Fidelis Capital Partners's UWM Holdings position peaked at $152K in Q2 2024.
  • 283 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on Fidelis Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.