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 Q3	$295K	Hold	260,000	–	–	0.09%	150
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

SEP

Signature Equity Partners Columbus, Ohio $287M AUM 21.26% 1-Year Est. Return

Pacific Capital Wealth Advisors Corona, California $698M AUM 9.63% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $1.04B AUM 41.44% 1-Year Est. Return

Dymon Asia Capital (Singapore) Singapore $2.21B AUM 109.09% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Carrera Capital Advisors Troy, Michigan $705M AUM 12.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Mount Lucas Management's UWMC Position: Q3 2026 in Review

Mount Lucas Management held its UWM Holdings (UWMC) position steady in Q3 2026 at 260,000 shares worth $295K. The position accounts for 0.09% of the portfolio, ranked #150.

Mount Lucas Management first reported a position in UWMC in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.04M in Q1 2025. 133 funds tracked by Wall St. Rank hold UWMC as of Q3 2026.

Mount Lucas Management held 260,000 shares of UWM Holdings worth $295K as of Q3 2026.
Mount Lucas Management left its UWM Holdings share count unchanged in Q3 2026.
UWM Holdings made up 0.09% of Mount Lucas Management's portfolio in Q3 2026, its #150 holding.
Mount Lucas Management first reported a position in UWM Holdings in Q1 2025 and has held it in 7 quarters since.
Mount Lucas Management's UWM Holdings position peaked at $1.04M in Q1 2025.
133 funds tracked by Wall St. Rank held UWM Holdings as of Q3 2026.

Based on Mount Lucas Management's 13F filing for Q3 2026, filed 9 Nov 2026.