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John Overdeck’s UWM Holdings UWMC Stock Holding History

John Overdeck’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 		$2.82M Sell
1,232,215
-6,461,249
-84% -$20.1M ﹤0.01% 2680
2026
Q1 		$27.9M Buy
7,693,464
+1,756,785
+30% +$8.08M 0.02% 760
2025
Q4 		$26M Buy
5,936,679
+947,781
+19% +$5.1M 0.04% 599
2025
Q3 		$30.4M Buy
4,988,898
+3,109,591
+165% +$16.3M 0.05% 479
2025
Q2 		$7.78M Sell
1,879,307
-455,222
-19% -$2M 0.01% 977
2025
Q1 		$12.7M Buy
2,334,529
+1,371,638
+142% +$8.33M 0.03% 671
2024
Q4 		$5.65M Sell
962,891
-612,585
-39% -$3.99M 0.01% 1035
2024
Q3 		$13.4M Sell
1,575,476
-81,417
-5% -$686K 0.03% 635
2024
Q2 		$11.5M Buy
1,656,893
+453,779
+38% +$3.12M 0.03% 663
2024
Q1 		$8.73M Buy
1,203,114
+716,700
+147% +$4.84M 0.02% 706
2023
Q4 		$3.48M Buy
+486,414
New +$2.75M 0.01% 1185
2021
Q3 		– Sell
-229,666
Closed -$1.94M – 4744
2021
Q2 		$1.94M Buy
+229,666
New +$1.92M ﹤0.01% 1893

Other funds holding UWMC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

John Overdeck's UWMC Position: Q2 2026 in Review

John Overdeck reduced its UWM Holdings (UWMC) stake by 84% in Q2 2026, selling an estimated $20.1M and leaving 1,232,215 shares worth $2.82M. The position accounts for ﹤0.01% of the portfolio, ranked #2680.

John Overdeck first reported a position in UWMC in Q2 2021 and has held it in 12 quarters since. The position peaked at $30.4M in Q3 2025. 289 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • John Overdeck held 1,232,215 shares of UWM Holdings worth $2.82M as of Q2 2026.
  • John Overdeck sold 6,461,249 UWM Holdings shares in Q2 2026, an estimated $20.1M.
  • UWM Holdings made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2680 holding.
  • John Overdeck first reported a position in UWM Holdings in Q2 2021 and has held it in 12 quarters since.
  • John Overdeck's UWM Holdings position peaked at $30.4M in Q3 2025.
  • 289 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.