IMC Chicago’s UWM Holdings UWMC Stock Holding History

IMC Chicago’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	$209K	Buy	91,434 +10,288	+13%	+$32K	﹤0.01%	5630
2026 Q1	$294K	Buy	+81,146	New	+$373K	﹤0.01%	4612
2025 Q3	–	Sell	-56,237	Closed	-$295K	–	3912
2025 Q2	$233K	Buy	+56,237	New	+$247K	﹤0.01%	3212
2025 Q1	–	Sell	-70,388	Closed	-$428K	–	3500
2024 Q4	$413K	Sell	70,388 -12,495	-15%	-$81.3K	﹤0.01%	2846
2024 Q3	$706K	Buy	82,883 +28,711	+53%	+$242K	﹤0.01%	2231
2024 Q2	$375K	Buy	+54,172	New	+$372K	﹤0.01%	2404
2022 Q1	–	Sell	-119,986	Closed	-$579K	–	1266
2021 Q4	$710K	Buy	+119,986	New	+$810K	﹤0.01%	1036
2021 Q3	–	Sell	-63,730	Closed	-$474K	–	1302
2021 Q2	$539K	Buy	63,730 +32,023	+101%	+$268K	﹤0.01%	1004
2021 Q1	$251K	Buy	+31,707	New	+$308K	﹤0.01%	1009

Other funds holding UWMC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SEP

Signature Equity Partners Columbus, Ohio $218M AUM

OTL

Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

CCA

Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

PCWA

Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

IMC Chicago's UWMC Position: Q2 2026 in Review

IMC Chicago increased its UWM Holdings (UWMC) stake by 13% in Q2 2026, buying an estimated $32K and bringing the position to 91,434 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #5630.

IMC Chicago first reported a position in UWMC in Q1 2021 and has held it in 9 quarters since. The position peaked at $710K in Q4 2021. 114 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

IMC Chicago held 91,434 shares of UWM Holdings worth $209K as of Q2 2026.
IMC Chicago bought 10,288 UWM Holdings shares in Q2 2026, an estimated $32K.
UWM Holdings made up ﹤0.01% of IMC Chicago's portfolio in Q2 2026, its #5630 holding.
IMC Chicago first reported a position in UWM Holdings in Q1 2021 and has held it in 9 quarters since.
IMC Chicago's UWM Holdings position peaked at $710K in Q4 2021.
114 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on IMC Chicago's 13F filing for Q2 2026, filed 6 Aug 2026.