Prana Capital Management’s UWM Holdings UWMC Stock Holding History

Prana 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 Q2	$1.39M	Buy	608,556 +483,629	+387%	+$1.5M	0.04%	98
2026 Q1	$452K	Sell	124,927 -317,724	-72%	-$1.46M	0.01%	124
2025 Q4	$1.94M	Buy	442,651 +429,872	+3,364%	+$2.31M	0.07%	82
2025 Q3	$77.8K	Sell	12,779 -38,606	-75%	-$202K	﹤0.01%	110
2025 Q2	$213K	Buy	+51,385	New	+$226K	0.01%	105
2025 Q1	–	Sell	-177,442	Closed	-$1.04M	–	126
2024 Q4	$1.04M	Buy	177,442 +114,106	+180%	+$743K	0.05%	87
2024 Q3	$540K	Buy	+63,336	New	+$534K	0.02%	83
2024 Q2	–	Sell	-28,345	Closed	-$206K	–	108
2024 Q1	$206K	Buy	+28,345	New	+$191K	0.01%	86
2022 Q2	–	Sell	-127,774	Closed	-$579K	–	109
2022 Q1	$579K	Sell	127,774 -123,463	-49%	-$596K	0.05%	72
2021 Q4	$1.49M	Buy	251,237 +206,496	+462%	+$1.39M	0.12%	69
2021 Q3	$311K	Buy	+44,741	New	+$333K	0.03%	72
2021 Q2	–	Sell	-513,406	Closed	-$4.07M	–	93
2021 Q1	$4.07M	Buy	+513,406	New	+$4.98M	0.33%	60

Other funds holding UWMC

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Prana Capital Management's UWMC Position: Q2 2026 in Review

Prana Capital Management increased its UWM Holdings (UWMC) stake by 387% in Q2 2026, buying an estimated $1.5M and bringing the position to 608,556 shares worth $1.39M. The position accounts for 0.04% of the portfolio, ranked #98.

Prana Capital Management first reported a position in UWMC in Q1 2021 and has held it in 12 quarters since. The position peaked at $4.07M in Q1 2021. 292 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

Prana Capital Management held 608,556 shares of UWM Holdings worth $1.39M as of Q2 2026.
Prana Capital Management bought 483,629 UWM Holdings shares in Q2 2026, an estimated $1.5M.
UWM Holdings made up 0.04% of Prana Capital Management's portfolio in Q2 2026, its #98 holding.
Prana Capital Management first reported a position in UWM Holdings in Q1 2021 and has held it in 12 quarters since.
Prana Capital Management's UWM Holdings position peaked at $4.07M in Q1 2021.
292 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Prana Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.