Counterpoint Mutual Funds’s UWM Holdings UWMC Stock Holding History

Counterpoint Mutual Funds’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	-64,946	Closed	-$284K	–	496
2025 Q4	$284K	Buy	+64,946	New	+$349K	0.02%	309
2025 Q1	–	Sell	-72,810	Closed	-$427K	–	420
2024 Q4	$427K	Buy	72,810 +43,331	+147%	+$282K	0.05%	140
2024 Q3	$251K	Buy	+29,479	New	+$249K	0.05%	221
2024 Q1	–	Sell	-14,218	Closed	-$102K	–	218
2023 Q4	$102K	Buy	+14,218	New	+$80.3K	0.04%	91
2023 Q3	–	Sell	-43,447	Closed	-$243K	–	455
2023 Q2	$243K	Buy	+43,447	New	+$234K	0.23%	21

Other funds holding UWMC

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $124B AUM 33.93% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Counterpoint Mutual Funds's UWMC Position: Q1 2026 in Review

Counterpoint Mutual Funds sold out of UWM Holdings (UWMC) in Q1 2026, closing a stake of 64,946 shares — an estimated $284K sold.

Counterpoint Mutual Funds first reported a position in UWMC in Q2 2023 and held it in 5 quarters. The position peaked at $427K in Q4 2024. 283 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

Counterpoint Mutual Funds reported no remaining UWM Holdings position as of Q1 2026 after selling out during the quarter.
Counterpoint Mutual Funds sold 64,946 UWM Holdings shares in Q1 2026, an estimated $284K.
Counterpoint Mutual Funds first reported a position in UWM Holdings in Q2 2023 and held it in 5 quarters.
Counterpoint Mutual Funds's UWM Holdings position peaked at $427K in Q4 2024.
283 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on Counterpoint Mutual Funds's 13F filing for Q1 2026, filed 27 Apr 2026.