Easterly Investment Partners’s UWM Holdings UWMC Stock Holding History

Easterly Investment Partners’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	$1.58M	Buy	690,190 +350,920	+103%	+$1.09M	0.08%	168
2026 Q1	$1.18M	Buy	339,270 +99,330	+41%	+$457K	0.09%	111
2025 Q4	$1.05M	Sell	239,940 -2,285	-0.9%	-$12.3K	0.06%	150
2025 Q3	$1.48M	Hold	242,225	–	–	0.1%	130
2025 Q2	$1M	Buy	242,225 +75,715	+45%	+$333K	0.07%	150
2025 Q1	$909K	Buy	166,510 +56,010	+51%	+$340K	0.08%	147
2024 Q4	$649K	Buy	+110,500	New	+$719K	0.05%	164
2023 Q3	–	Sell	-11,870	Closed	-$66.5K	–	205
2023 Q2	$66.5K	Sell	11,870 -175	-1%	-$942	0.01%	195
2023 Q1	$59.1K	Buy	+12,045	New	+$52.8K	0.01%	189
2020 Q4	–	Sell	-10,000	Closed	-$103K	–	147
2020 Q3	$103K	Sell	10,000 -18,380	-65%	-$194K	﹤0.01%	93
2020 Q2	$288K	Buy	+28,380	New	+$283K	0.01%	64

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 Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Easterly Investment Partners's UWMC Position: Q2 2026 in Review

Easterly Investment Partners increased its UWM Holdings (UWMC) stake by 103% in Q2 2026, buying an estimated $1.09M and bringing the position to 690,190 shares worth $1.58M. The position accounts for 0.08% of the portfolio, ranked #168.

Easterly Investment Partners first reported a position in UWMC in Q2 2020 and has held it in 11 quarters since. 292 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

Easterly Investment Partners held 690,190 shares of UWM Holdings worth $1.58M as of Q2 2026.
Easterly Investment Partners bought 350,920 UWM Holdings shares in Q2 2026, an estimated $1.09M.
UWM Holdings made up 0.08% of Easterly Investment Partners's portfolio in Q2 2026, its #168 holding.
Easterly Investment Partners first reported a position in UWM Holdings in Q2 2020 and has held it in 11 quarters since.
292 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Easterly Investment Partners's 13F filing for Q2 2026, filed 23 Jul 2026.