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 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 $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

Holocene Advisors's UWMC Position: Q1 2026 in Review

Holocene Advisors increased its UWM Holdings (UWMC) stake by 590% in Q1 2026, buying an estimated $5.04M and bringing the position to 1,281,406 shares worth $4.64M. The position accounts for 0.01% of the portfolio, ranked #414.

Holocene Advisors first reported a position in UWMC in Q4 2021 and has held it in 10 quarters since. The position peaked at $19.7M in Q3 2025. 283 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

Holocene Advisors held 1,281,406 shares of UWM Holdings worth $4.64M as of Q1 2026.
Holocene Advisors bought 1,095,677 UWM Holdings shares in Q1 2026, an estimated $5.04M.
UWM Holdings made up 0.01% of Holocene Advisors's portfolio in Q1 2026, its #414 holding.
Holocene Advisors first reported a position in UWM Holdings in Q4 2021 and has held it in 10 quarters since.
Holocene Advisors's UWM Holdings position peaked at $19.7M in Q3 2025.
283 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on Holocene Advisors's 13F filing for Q1 2026, filed 15 May 2026.