Parcion Private Wealth’s UWM Holdings UWMC Stock Holding History

Parcion 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	–	Sell	-10,809	Closed	-$47.3K	–	481
2025 Q4	$47.3K	Buy	+10,809	New	+$58.1K	﹤0.01%	419

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

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

Parcion Private Wealth sold out of UWM Holdings (UWMC) in Q1 2026, closing a stake of 10,809 shares — an estimated $47.3K sold.

Parcion Private Wealth first reported a position in UWMC in Q4 2025 and held it in 1 quarter. The position peaked at $47.3K in Q4 2025. 283 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

Parcion Private Wealth reported no remaining UWM Holdings position as of Q1 2026 after selling out during the quarter.
Parcion Private Wealth sold 10,809 UWM Holdings shares in Q1 2026, an estimated $47.3K.
Parcion Private Wealth first reported a position in UWM Holdings in Q4 2025 and held it in 1 quarter.
Parcion Private Wealth's UWM Holdings position peaked at $47.3K in Q4 2025.
283 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on Parcion Private Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.