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SummitTX Capital’s UWM Holdings UWMC Stock Holding History

SummitTX Capital’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 		$87.5K Buy
38,200
+22,725
+147% +$70.6K ﹤0.01% 743
2026
Q1 		$56K Buy
+15,475
New +$71.2K ﹤0.01% 726
2025
Q4 		– Sell
-148,556
Closed -$905K – 973
2025
Q3 		$905K Buy
+148,556
New +$779K 0.04% 408

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

SummitTX Capital's UWMC Position: Q2 2026 in Review

SummitTX Capital increased its UWM Holdings (UWMC) stake by 147% in Q2 2026, buying an estimated $70.6K and bringing the position to 38,200 shares worth $87.5K. The position accounts for ﹤0.01% of the portfolio, ranked #743.

SummitTX Capital first reported a position in UWMC in Q3 2025 and has held it in 3 quarters since. The position peaked at $905K in Q3 2025. 292 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • SummitTX Capital held 38,200 shares of UWM Holdings worth $87.5K as of Q2 2026.
  • SummitTX Capital bought 22,725 UWM Holdings shares in Q2 2026, an estimated $70.6K.
  • UWM Holdings made up ﹤0.01% of SummitTX Capital's portfolio in Q2 2026, its #743 holding.
  • SummitTX Capital first reported a position in UWM Holdings in Q3 2025 and has held it in 3 quarters since.
  • SummitTX Capital's UWM Holdings position peaked at $905K in Q3 2025.
  • 292 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

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