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 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 $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

Easterly Investment Partners's UWMC Position: Q1 2026 in Review

Easterly Investment Partners increased its UWM Holdings (UWMC) stake by 41% in Q1 2026, buying an estimated $457K and bringing the position to 339,270 shares worth $1.18M. The position accounts for 0.09% of the portfolio, ranked #111.

Easterly Investment Partners first reported a position in UWMC in Q2 2020 and has held it in 10 quarters since. The position peaked at $1.48M in Q3 2025. 283 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

Easterly Investment Partners held 339,270 shares of UWM Holdings worth $1.18M as of Q1 2026.
Easterly Investment Partners bought 99,330 UWM Holdings shares in Q1 2026, an estimated $457K.
UWM Holdings made up 0.09% of Easterly Investment Partners's portfolio in Q1 2026, its #111 holding.
Easterly Investment Partners first reported a position in UWM Holdings in Q2 2020 and has held it in 10 quarters since.
Easterly Investment Partners's UWM Holdings position peaked at $1.48M in Q3 2025.
283 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on Easterly Investment Partners's 13F filing for Q1 2026, filed 11 May 2026.