OBC
UWMC icon

Oakum Bay Capital’s UWM Holdings UWMC Stock Holding History

Oakum Bay Capital’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 		$348K Buy
96,100
+1,000
+1% +$4.6K 0.19% 44
2025
Q4 		$417K Buy
+95,100
New +$512K 0.2% 34

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 Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FGP
Freestone Grove Partners San Francisco, California $15.6B AUM 27.39% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
KSCM
King Street Capital Management New York $190M AUM 16.01% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Oakum Bay Capital's UWMC Position: Q1 2026 in Review

Oakum Bay Capital increased its UWM Holdings (UWMC) stake by 1.1% in Q1 2026, buying an estimated $4.6K and bringing the position to 96,100 shares worth $348K. The position accounts for 0.19% of the portfolio, ranked #44.

Oakum Bay Capital first reported a position in UWMC in Q4 2025 and has held it in 2 quarters since. The position peaked at $417K in Q4 2025. 285 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

  • Oakum Bay Capital held 96,100 shares of UWM Holdings worth $348K as of Q1 2026.
  • Oakum Bay Capital bought 1,000 UWM Holdings shares in Q1 2026, an estimated $4.6K.
  • UWM Holdings made up 0.19% of Oakum Bay Capital's portfolio in Q1 2026, its #44 holding.
  • Oakum Bay Capital first reported a position in UWM Holdings in Q4 2025 and has held it in 2 quarters since.
  • Oakum Bay Capital's UWM Holdings position peaked at $417K in Q4 2025.
  • 285 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on Oakum Bay Capital's 13F filing for Q1 2026, filed 15 May 2026.