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Sterling Capital Management’s UWM Holdings UWMC Stock Holding History

Sterling 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
Q1 		$24.6K Sell
6,798
-2,320
-25% -$10.7K ﹤0.01% 1932
2025
Q4 		$39.9K Buy
9,118
+471
+5% +$2.53K ﹤0.01% 1886
2025
Q3 		$52.7K Sell
8,647
-661
-7% -$3.46K ﹤0.01% 1735
2025
Q2 		$38.5K Buy
9,308
+7,445
+400% +$32.7K ﹤0.01% 1569
2025
Q1 		$10.2K Sell
1,863
-956
-34% -$5.81K ﹤0.01% 1855
2024
Q4 		$16.5K Buy
2,819
+517
+22% +$3.37K ﹤0.01% 1928
2024
Q3 		$19.6K Buy
+2,302
New +$19.4K ﹤0.01% 1480

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

Sterling Capital Management's UWMC Position: Q1 2026 in Review

Sterling Capital Management reduced its UWM Holdings (UWMC) stake by 25% in Q1 2026, selling an estimated $10.7K and leaving 6,798 shares worth $24.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1932.

Sterling Capital Management first reported a position in UWMC in Q3 2024 and has held it in 7 quarters since. The position peaked at $52.7K in Q3 2025. 283 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

  • Sterling Capital Management held 6,798 shares of UWM Holdings worth $24.6K as of Q1 2026.
  • Sterling Capital Management sold 2,320 UWM Holdings shares in Q1 2026, an estimated $10.7K.
  • UWM Holdings made up ﹤0.01% of Sterling Capital Management's portfolio in Q1 2026, its #1932 holding.
  • Sterling Capital Management first reported a position in UWM Holdings in Q3 2024 and has held it in 7 quarters since.
  • Sterling Capital Management's UWM Holdings position peaked at $52.7K in Q3 2025.
  • 283 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on Sterling Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.