MV Capital Management’s UWM Holdings UWMC Stock Holding History

MV 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	$341	Sell	94 -426	-82%	-$1.96K	﹤0.01%	1025
2025 Q4	$2.28K	Sell	520 -42	-7%	-$226	﹤0.01%	709
2025 Q3	$3.42K	Buy	562 +359	+177%	+$1.88K	﹤0.01%	648
2025 Q2	$841	Buy	203 +166	+449%	+$730	﹤0.01%	793
2025 Q1	$203	Buy	+37	New	+$225	﹤0.01%	925
2024 Q4	–	Sell	-13	Closed	-$111	–	1070
2024 Q3	$111	Buy	13 +11	+550%	+$93	﹤0.01%	955
2024 Q2	$14	Buy	+2	New	+$14	﹤0.01%	1012
2024 Q1	–	Sell	-2	Closed	-$15	–	877
2023 Q4	$15	Buy	+2	New	+$11	﹤0.01%	767

Other funds holding UWMC

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $124B AUM 33.93% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

MV Capital Management reduced its UWM Holdings (UWMC) stake by 82% in Q1 2026, selling an estimated $1.96K and leaving 94 shares worth $341. The position accounts for ﹤0.01% of the portfolio, ranked #1025.

MV Capital Management first reported a position in UWMC in Q4 2023 and has held it in 8 quarters since. The position peaked at $3.42K in Q3 2025. 283 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

MV Capital Management held 94 shares of UWM Holdings worth $341 as of Q1 2026.
MV Capital Management sold 426 UWM Holdings shares in Q1 2026, an estimated $1.96K.
UWM Holdings made up ﹤0.01% of MV Capital Management's portfolio in Q1 2026, its #1025 holding.
MV Capital Management first reported a position in UWM Holdings in Q4 2023 and has held it in 8 quarters since.
MV Capital Management's UWM Holdings position peaked at $3.42K in Q3 2025.
283 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on MV Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.