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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
Q3 		$83.8K Buy
76,926
+56,158
+270% +$90.2K ﹤0.01% 999
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

TMWM
Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Wedmont Private Capital's UWMC Position: Q3 2026 in Review

Wedmont Private Capital increased its UWM Holdings (UWMC) stake by 270% in Q3 2026, buying an estimated $90.2K and bringing the position to 76,926 shares worth $83.8K. The position accounts for ﹤0.01% of the portfolio, ranked #999.

Wedmont Private Capital first reported a position in UWMC in Q4 2023 and has held it in 11 quarters since. The position peaked at $223K in Q4 2024. 6 funds tracked by Wall St. Rank hold UWMC as of Q3 2026.

  • Wedmont Private Capital held 76,926 shares of UWM Holdings worth $83.8K as of Q3 2026.
  • Wedmont Private Capital bought 56,158 UWM Holdings shares in Q3 2026, an estimated $90.2K.
  • UWM Holdings made up ﹤0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #999 holding.
  • Wedmont Private Capital first reported a position in UWM Holdings in Q4 2023 and has held it in 11 quarters since.
  • Wedmont Private Capital's UWM Holdings position peaked at $223K in Q4 2024.
  • 6 funds tracked by Wall St. Rank held UWM Holdings as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.