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Wedmont Private Capital’s UWM Holdings UWMC Stock Holding History

Wedmont Private 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 		$43.2K Sell
20,768
-838
-4% -$2.6K ﹤0.01% 948
2026
Q1 		$84.5K Buy
21,606
+4,889
+29% +$22.5K ﹤0.01% 831
2025
Q4 		$77.4K Sell
16,717
-14,738
-47% -$79.3K ﹤0.01% 801
2025
Q3 		$168K Buy
+31,455
New +$165K 0.01% 771
2025
Q2 		– Sell
-40,360
Closed -$176K – 769
2025
Q1 		$176K Sell
40,360
-497
-1% -$3.02K 0.01% 670
2024
Q4 		$223K Buy
40,857
+20,744
+103% +$135K 0.01% 634
2024
Q3 		$148K Buy
20,113
+1,963
+11% +$16.5K 0.01% 647
2024
Q2 		$139K Buy
18,150
+4,147
+30% +$28.5K 0.01% 625
2024
Q1 		$94.7K Sell
14,003
-1,491
-10% -$10.1K 0.01% 591
2023
Q4 		$104K Buy
+15,494
New +$87.5K 0.01% 555

Other funds holding UWMC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SEP
Signature Equity Partners Columbus, Ohio $218M AUM
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
PCWA
Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

Wedmont Private Capital's UWMC Position: Q2 2026 in Review

Wedmont Private Capital reduced its UWM Holdings (UWMC) stake by 3.9% in Q2 2026, selling an estimated $2.6K and leaving 20,768 shares worth $43.2K. The position accounts for ﹤0.01% of the portfolio, ranked #948.

Wedmont Private Capital first reported a position in UWMC in Q4 2023 and has held it in 10 quarters since. The position peaked at $223K in Q4 2024. 113 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • Wedmont Private Capital held 20,768 shares of UWM Holdings worth $43.2K as of Q2 2026.
  • Wedmont Private Capital sold 838 UWM Holdings shares in Q2 2026, an estimated $2.6K.
  • UWM Holdings made up ﹤0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #948 holding.
  • Wedmont Private Capital first reported a position in UWM Holdings in Q4 2023 and has held it in 10 quarters since.
  • Wedmont Private Capital's UWM Holdings position peaked at $223K in Q4 2024.
  • 113 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.