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Cherokee Insurance’s UWM Holdings UWMC Stock Holding History

Cherokee Insurance’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 		$148K Buy
41,000
+25,000
+156% +$115K 0.06% 119
2025
Q4 		$70.1K Hold
16,000
– – 0.03% 120
2025
Q3 		$97.4K Hold
16,000
– – 0.04% 117
2025
Q2 		$66.2K Buy
+16,000
New +$70.3K 0.03% 122

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

Cherokee Insurance's UWMC Position: Q1 2026 in Review

Cherokee Insurance increased its UWM Holdings (UWMC) stake by 156% in Q1 2026, buying an estimated $115K and bringing the position to 41,000 shares worth $148K. The position accounts for 0.06% of the portfolio, ranked #119.

Cherokee Insurance first reported a position in UWMC in Q2 2025 and has held it in 4 quarters since. 283 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

  • Cherokee Insurance held 41,000 shares of UWM Holdings worth $148K as of Q1 2026.
  • Cherokee Insurance bought 25,000 UWM Holdings shares in Q1 2026, an estimated $115K.
  • UWM Holdings made up 0.06% of Cherokee Insurance's portfolio in Q1 2026, its #119 holding.
  • Cherokee Insurance first reported a position in UWM Holdings in Q2 2025 and has held it in 4 quarters since.
  • 283 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on Cherokee Insurance's 13F filing for Q1 2026, filed 28 Apr 2026.