OTL
UWMC icon

Oak Thistle LLC’s UWM Holdings UWMC Stock Holding History

Oak Thistle LLC’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 		$1.98M Buy
+865,760
New +$2.69M 0.19% 207
2025
Q4 		– Sell
-219,501
Closed -$1.34M – 661
2025
Q3 		$1.34M Buy
+219,501
New +$1.15M 0.2% 196
2025
Q2 		– Sell
-80,344
Closed -$439K – 607
2025
Q1 		$439K Buy
+80,344
New +$488K 0.09% 310

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 40.89% 1-Year Est. Return

Oak Thistle LLC's UWMC Position: Q2 2026 in Review

Oak Thistle LLC opened a new position in UWM Holdings (UWMC) in Q2 2026: 865,760 shares worth $1.98M. The stake represents 0.19% of the portfolio and ranks #207 among its holdings. This is a return to the name: Oak Thistle LLC previously reported a position in UWMC as recently as Q3 2025.

Oak Thistle LLC first reported a position in UWMC in Q1 2025 and has held it in 3 quarters since. 292 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • Oak Thistle LLC held 865,760 shares of UWM Holdings worth $1.98M as of Q2 2026.
  • UWM Holdings was a new Oak Thistle LLC position in Q2 2026.
  • UWM Holdings made up 0.19% of Oak Thistle LLC's portfolio in Q2 2026, its #207 holding.
  • Oak Thistle LLC first reported a position in UWM Holdings in Q1 2025 and has held it in 3 quarters since.
  • 292 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Oak Thistle LLC's 13F filing for Q2 2026, filed 21 Jul 2026.