Choreo LLC’s UWM Holdings UWMC Stock Holding History

Choreo LLC’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	–	Sell	-19,017	Closed	-$84.1K	–	1706
2025 Q4	$84.1K	Buy	19,017 +2,637	+16%	+$14.2K	﹤0.01%	1520
2025 Q3	$102K	Buy	+16,380	New	+$85.9K	﹤0.01%	1510

Other funds holding UWMC

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

FGP

Freestone Grove Partners San Francisco, California $15.6B AUM 27.39% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

KSCM

King Street Capital Management New York $190M AUM 16.01% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Choreo LLC's UWMC Position: Q1 2026 in Review

Choreo LLC sold out of UWM Holdings (UWMC) in Q1 2026, closing a stake of 19,017 shares — an estimated $84.1K sold.

Choreo LLC first reported a position in UWMC in Q3 2025 and held it in 2 quarters. The position peaked at $102K in Q3 2025. 285 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

Choreo LLC reported no remaining UWM Holdings position as of Q1 2026 after selling out during the quarter.
Choreo LLC sold 19,017 UWM Holdings shares in Q1 2026, an estimated $84.1K.
Choreo LLC first reported a position in UWM Holdings in Q3 2025 and held it in 2 quarters.
Choreo LLC's UWM Holdings position peaked at $102K in Q3 2025.
285 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on Choreo LLC's 13F filing for Q1 2026, filed 13 May 2026.