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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
Q2 		$24.3K Buy
+10,628
New +$33K ﹤0.01% 521
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
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

Parcion Private Wealth's UWMC Position: Q2 2026 in Review

Parcion Private Wealth opened a new position in UWM Holdings (UWMC) in Q2 2026: 10,628 shares worth $24.3K. The stake represents ﹤0.01% of the portfolio and ranks #521 among its holdings. This is a return to the name: Parcion Private Wealth previously reported a position in UWMC as recently as Q4 2025.

Parcion Private Wealth first reported a position in UWMC in Q4 2025 and has held it in 2 quarters since. The position peaked at $47.3K in Q4 2025. 292 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • Parcion Private Wealth held 10,628 shares of UWM Holdings worth $24.3K as of Q2 2026.
  • UWM Holdings was a new Parcion Private Wealth position in Q2 2026.
  • UWM Holdings made up ﹤0.01% of Parcion Private Wealth's portfolio in Q2 2026, its #521 holding.
  • Parcion Private Wealth first reported a position in UWM Holdings in Q4 2025 and has held it in 2 quarters since.
  • Parcion Private Wealth's UWM Holdings position peaked at $47.3K in Q4 2025.
  • 292 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Parcion Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.