CI
UWMC icon

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
Q2 		$151K Buy
66,000
+25,000
+61% +$77.7K 0.06% 123
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 $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

Cherokee Insurance's UWMC Position: Q2 2026 in Review

Cherokee Insurance increased its UWM Holdings (UWMC) stake by 61% in Q2 2026, buying an estimated $77.7K and bringing the position to 66,000 shares worth $151K. The position accounts for 0.06% of the portfolio, ranked #123.

Cherokee Insurance first reported a position in UWMC in Q2 2025 and has held it in 5 quarters since. 292 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • Cherokee Insurance held 66,000 shares of UWM Holdings worth $151K as of Q2 2026.
  • Cherokee Insurance bought 25,000 UWM Holdings shares in Q2 2026, an estimated $77.7K.
  • UWM Holdings made up 0.06% of Cherokee Insurance's portfolio in Q2 2026, its #123 holding.
  • Cherokee Insurance first reported a position in UWM Holdings in Q2 2025 and has held it in 5 quarters since.
  • 292 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Cherokee Insurance's 13F filing for Q2 2026, filed 3 Aug 2026.