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Parallel Advisors’s UWM Holdings UWMC Stock Holding History

Parallel 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
Q1 		$89.1K Sell
24,617
-13,536
-35% -$62.3K ﹤0.01% 1658
2025
Q4 		$167K Buy
38,153
+9,251
+32% +$49.8K ﹤0.01% 1177
2025
Q3 		$176K Sell
28,902
-631
-2% -$3.31K ﹤0.01% 1110
2025
Q2 		$122K Buy
29,533
+14,358
+95% +$63.1K ﹤0.01% 1256
2025
Q1 		$82.9K Buy
15,175
+5,709
+60% +$34.7K ﹤0.01% 1365
2024
Q4 		$55.6K Sell
9,466
-1,950
-17% -$12.7K ﹤0.01% 1579
2024
Q3 		$97.3K Buy
11,416
+1,921
+20% +$16.2K ﹤0.01% 1270
2024
Q2 		$65.8K Sell
9,495
-240
-2% -$1.65K ﹤0.01% 1383
2024
Q1 		$70.7K Sell
9,735
-85
-0.9% -$574 ﹤0.01% 1331
2023
Q4 		$70.2K Buy
9,820
+3,014
+44% +$17K ﹤0.01% 1271
2023
Q3 		$33K Buy
6,806
+188
+3% +$1.08K ﹤0.01% 1597
2023
Q2 		$37.1K Buy
6,618
+5
+0.1% +$27 ﹤0.01% 1553
2023
Q1 		$32.5K Buy
6,613
+5,884
+807% +$25.8K ﹤0.01% 1599
2022
Q4 		$2.41K Buy
729
+7
+1% +$26 ﹤0.01% 2616
2022
Q3 		$2K Buy
722
+5
+0.7% +$18 ﹤0.01% 2779
2022
Q2 		$3K Buy
717
+6
+0.8% +$23 ﹤0.01% 2500
2022
Q1 		$3K Sell
711
-48
-6% -$232 ﹤0.01% 2516
2021
Q4 		$4K Buy
759
+54
+8% +$364 ﹤0.01% 2523
2021
Q3 		$5K Buy
705
+3
+0.4% +$22 ﹤0.01% 2394
2021
Q2 		$6K Buy
702
+2
+0.3% +$17 ﹤0.01% 2251
2021
Q1 		$6K Buy
+700
New +$6.79K ﹤0.01% 2146

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

Parallel Advisors's UWMC Position: Q1 2026 in Review

Parallel Advisors reduced its UWM Holdings (UWMC) stake by 35% in Q1 2026, selling an estimated $62.3K and leaving 24,617 shares worth $89.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1658.

Parallel Advisors first reported a position in UWMC in Q1 2021 and has held it in 21 quarters since. The position peaked at $176K in Q3 2025. 283 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

  • Parallel Advisors held 24,617 shares of UWM Holdings worth $89.1K as of Q1 2026.
  • Parallel Advisors sold 13,536 UWM Holdings shares in Q1 2026, an estimated $62.3K.
  • UWM Holdings made up ﹤0.01% of Parallel Advisors's portfolio in Q1 2026, its #1658 holding.
  • Parallel Advisors first reported a position in UWM Holdings in Q1 2021 and has held it in 21 quarters since.
  • Parallel Advisors's UWM Holdings position peaked at $176K in Q3 2025.
  • 283 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.