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Transcend Capital Advisors’s UWM Holdings UWMC Stock Holding History

Transcend Capital Advisors’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 		$41.8K Buy
11,545
+210
+2% +$966 ﹤0.01% 714
2025
Q4 		$49.6K Buy
+11,335
New +$61K ﹤0.01% 680

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

Transcend Capital Advisors's UWMC Position: Q1 2026 in Review

Transcend Capital Advisors increased its UWM Holdings (UWMC) stake by 1.9% in Q1 2026, buying an estimated $966 and bringing the position to 11,545 shares worth $41.8K. The position accounts for ﹤0.01% of the portfolio, ranked #714.

Transcend Capital Advisors first reported a position in UWMC in Q4 2025 and has held it in 2 quarters since. The position peaked at $49.6K in Q4 2025. 283 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

  • Transcend Capital Advisors held 11,545 shares of UWM Holdings worth $41.8K as of Q1 2026.
  • Transcend Capital Advisors bought 210 UWM Holdings shares in Q1 2026, an estimated $966.
  • UWM Holdings made up ﹤0.01% of Transcend Capital Advisors's portfolio in Q1 2026, its #714 holding.
  • Transcend Capital Advisors first reported a position in UWM Holdings in Q4 2025 and has held it in 2 quarters since.
  • Transcend Capital Advisors's UWM Holdings position peaked at $49.6K in Q4 2025.
  • 283 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on Transcend Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.