Holocene Advisors’s UWM Holdings UWMC Stock Holding History

Holocene Advisors’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	$580K	Sell	253,252 -1,028,154	-80%	-$3.2M	﹤0.01%	725
2026 Q1	$4.64M	Buy	1,281,406 +1,095,677	+590%	+$5.04M	0.01%	414
2025 Q4	$813K	Sell	185,729 -3,045,514	-94%	-$16.4M	﹤0.01%	621
2025 Q3	$19.7M	Buy	3,231,243 +3,076,340	+1,986%	+$16.1M	0.04%	262
2025 Q2	$641K	Sell	154,903 -2,573,349	-94%	-$11.3M	﹤0.01%	683
2025 Q1	$14.9M	Buy	2,728,252 +2,692,168	+7,461%	+$16.4M	0.04%	257
2024 Q4	$212K	Sell	36,084 -165,743	-82%	-$1.08M	﹤0.01%	740
2024 Q3	$1.72M	Sell	201,827 -218,921	-52%	-$1.85M	0.01%	560
2024 Q2	$2.92M	Buy	+420,748	New	+$2.89M	0.01%	435
2022 Q2	–	Sell	-30,404	Closed	-$138K	–	1018
2022 Q1	$138K	Sell	30,404 -45,852	-60%	-$221K	﹤0.01%	844
2021 Q4	$451K	Buy	+76,256	New	+$515K	﹤0.01%	785

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

Holocene Advisors's UWMC Position: Q2 2026 in Review

Holocene Advisors reduced its UWM Holdings (UWMC) stake by 80% in Q2 2026, selling an estimated $3.2M and leaving 253,252 shares worth $580K. The position accounts for ﹤0.01% of the portfolio, ranked #725.

Holocene Advisors first reported a position in UWMC in Q4 2021 and has held it in 11 quarters since. The position peaked at $19.7M in Q3 2025. 292 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

Holocene Advisors held 253,252 shares of UWM Holdings worth $580K as of Q2 2026.
Holocene Advisors sold 1,028,154 UWM Holdings shares in Q2 2026, an estimated $3.2M.
UWM Holdings made up ﹤0.01% of Holocene Advisors's portfolio in Q2 2026, its #725 holding.
Holocene Advisors first reported a position in UWM Holdings in Q4 2021 and has held it in 11 quarters since.
Holocene Advisors's UWM Holdings position peaked at $19.7M in Q3 2025.
292 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Holocene Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.