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Pallas Capital Advisors’s UWM Holdings UWMC Stock Holding History

Pallas Capital Advisors’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 		$86.5K Buy
+37,787
New +$117K ﹤0.01% 960
2026
Q1 		– Sell
-29,394
Closed -$129K – 973
2025
Q4 		$129K Buy
29,394
+9,125
+45% +$49.1K ﹤0.01% 836
2025
Q3 		$123K Buy
20,269
+3,806
+23% +$20K ﹤0.01% 818
2025
Q2 		$68.2K Sell
16,463
-30,838
-65% -$136K ﹤0.01% 814
2025
Q1 		$258K Buy
+47,301
New +$287K 0.01% 619

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

Pallas Capital Advisors's UWMC Position: Q2 2026 in Review

Pallas Capital Advisors opened a new position in UWM Holdings (UWMC) in Q2 2026: 37,787 shares worth $86.5K. The stake represents ﹤0.01% of the portfolio and ranks #960 among its holdings. This is a return to the name: Pallas Capital Advisors previously reported a position in UWMC as recently as Q4 2025.

Pallas Capital Advisors first reported a position in UWMC in Q1 2025 and has held it in 5 quarters since. The position peaked at $258K in Q1 2025. 292 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • Pallas Capital Advisors held 37,787 shares of UWM Holdings worth $86.5K as of Q2 2026.
  • UWM Holdings was a new Pallas Capital Advisors position in Q2 2026.
  • UWM Holdings made up ﹤0.01% of Pallas Capital Advisors's portfolio in Q2 2026, its #960 holding.
  • Pallas Capital Advisors first reported a position in UWM Holdings in Q1 2025 and has held it in 5 quarters since.
  • Pallas Capital Advisors's UWM Holdings position peaked at $258K in Q1 2025.
  • 292 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Pallas Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.