Prelude Capital Management’s UWM Holdings UWMC Stock Holding History

Prelude 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	$344K	Buy	+150,000	New	+$466K	0.03%	696
2025 Q4	–	Sell	-48,741	Closed	-$297K	–	1569
2025 Q3	$297K	Buy	+48,741	New	+$256K	0.02%	734
2025 Q2	–	Sell	-16,066	Closed	-$87.7K	–	1378
2025 Q1	$87.7K	Buy	+16,066	New	+$97.6K	0.01%	1055
2023 Q4	–	Sell	-30,102	Closed	-$146K	–	1361
2023 Q3	$146K	Buy	+30,102	New	+$173K	0.01%	955
2021 Q4	–	Sell	-13,602	Closed	-$95K	–	2268
2021 Q3	$95K	Buy	+13,602	New	+$101K	﹤0.01%	1513

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

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

Prelude Capital Management opened a new position in UWM Holdings (UWMC) in Q2 2026: 150,000 shares worth $344K. The stake represents 0.03% of the portfolio and ranks #696 among its holdings. This is a return to the name: Prelude Capital Management previously reported a position in UWMC as recently as Q3 2025.

Prelude Capital Management first reported a position in UWMC in Q3 2021 and has held it in 5 quarters since. 292 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

Prelude Capital Management held 150,000 shares of UWM Holdings worth $344K as of Q2 2026.
UWM Holdings was a new Prelude Capital Management position in Q2 2026.
UWM Holdings made up 0.03% of Prelude Capital Management's portfolio in Q2 2026, its #696 holding.
Prelude Capital Management first reported a position in UWM Holdings in Q3 2021 and has held it in 5 quarters since.
292 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

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