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 Q2	$595K	Buy	260,000 +100,200	+63%	+$311K	0.21%	142
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 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

Mount Lucas Management's UWMC Position: Q2 2026 in Review

Mount Lucas Management increased its UWM Holdings (UWMC) stake by 63% in Q2 2026, buying an estimated $311K and bringing the position to 260,000 shares worth $595K. The position accounts for 0.21% of the portfolio, ranked #142.

Mount Lucas Management first reported a position in UWMC in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.04M in Q1 2025. 292 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

Mount Lucas Management held 260,000 shares of UWM Holdings worth $595K as of Q2 2026.
Mount Lucas Management bought 100,200 UWM Holdings shares in Q2 2026, an estimated $311K.
UWM Holdings made up 0.21% of Mount Lucas Management's portfolio in Q2 2026, its #142 holding.
Mount Lucas Management first reported a position in UWM Holdings in Q1 2025 and has held it in 6 quarters since.
Mount Lucas Management's UWM Holdings position peaked at $1.04M in Q1 2025.
292 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Mount Lucas Management's 13F filing for Q2 2026, filed 10 Aug 2026.