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Mount Lucas Management’s UWM Holdings UWMC Stock Holding History

Mount Lucas Management’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 		$578K Buy
159,800
+4,300
+3% +$19.8K 0.21% 127
2025
Q4 		$681K Sell
155,500
-6,500
-4% -$35K 0.27% 129
2025
Q3 		$987K Sell
162,000
-53,000
-25% -$278K 0.41% 75
2025
Q2 		$890K Buy
215,000
+24,000
+13% +$105K 0.38% 72
2025
Q1 		$1.04M Buy
+191,000
New +$1.16M 0.34% 70

Other funds holding UWMC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mount Lucas Management's UWMC Position: Q1 2026 in Review

Mount Lucas Management increased its UWM Holdings (UWMC) stake by 2.8% in Q1 2026, buying an estimated $19.8K and bringing the position to 159,800 shares worth $578K. The position accounts for 0.21% of the portfolio, ranked #127.

Mount Lucas Management first reported a position in UWMC in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.04M in Q1 2025. 283 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

  • Mount Lucas Management held 159,800 shares of UWM Holdings worth $578K as of Q1 2026.
  • Mount Lucas Management bought 4,300 UWM Holdings shares in Q1 2026, an estimated $19.8K.
  • UWM Holdings made up 0.21% of Mount Lucas Management's portfolio in Q1 2026, its #127 holding.
  • Mount Lucas Management first reported a position in UWM Holdings in Q1 2025 and has held it in 5 quarters since.
  • Mount Lucas Management's UWM Holdings position peaked at $1.04M in Q1 2025.
  • 283 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on Mount Lucas Management's 13F filing for Q1 2026, filed 5 May 2026.