RhumbLine Advisers
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RhumbLine Advisers’s UWM Holdings UWMC Stock Holding History

RhumbLine Advisers’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 		$504K Buy
139,171
+16,408
+13% +$75.5K ﹤0.01% 2608
2025
Q4 		$538K Buy
122,763
+7,183
+6% +$38.6K ﹤0.01% 2624
2025
Q3 		$704K Buy
115,580
+79
+0.1% +$414 ﹤0.01% 2465
2025
Q2 		$478K Buy
115,501
+18,034
+19% +$79.3K ﹤0.01% 2709
2025
Q1 		$532K Sell
97,467
-2,532
-3% -$15.4K ﹤0.01% 2540
2024
Q4 		$587K Sell
99,999
-4,539
-4% -$29.5K ﹤0.01% 2567
2024
Q3 		$891K Buy
104,538
+12,574
+14% +$106K ﹤0.01% 2325
2024
Q2 		$637K Buy
91,964
+3,426
+4% +$23.5K ﹤0.01% 2498
2024
Q1 		$643K Sell
88,538
-11,000
-11% -$74.2K ﹤0.01% 2508
2023
Q4 		$712K Sell
99,538
-5,436
-5% -$30.7K ﹤0.01% 2462
2023
Q3 		$509K Buy
104,974
+3,971
+4% +$22.9K ﹤0.01% 2601
2023
Q2 		$566K Sell
101,003
-5,559
-5% -$29.9K ﹤0.01% 2613
2023
Q1 		$523K Buy
106,562
+2,646
+3% +$11.6K ﹤0.01% 2413
2022
Q4 		$344K Buy
103,916
+3,023
+3% +$11.3K ﹤0.01% 2619
2022
Q3 		$296K Buy
100,893
+12,907
+15% +$47.5K ﹤0.01% 2732
2022
Q2 		$311K Buy
87,986
+7,049
+9% +$27K ﹤0.01% 2734
2022
Q1 		$367K Buy
80,937
+17,761
+28% +$85.7K ﹤0.01% 2562
2021
Q4 		$374K Buy
63,176
+6,662
+12% +$45K ﹤0.01% 2625
2021
Q3 		$393K Buy
56,514
+21,470
+61% +$160K ﹤0.01% 2656
2021
Q2 		$296K Buy
+35,044
New +$293K ﹤0.01% 2790

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

RhumbLine Advisers's UWMC Position: Q1 2026 in Review

RhumbLine Advisers increased its UWM Holdings (UWMC) stake by 13% in Q1 2026, buying an estimated $75.5K and bringing the position to 139,171 shares worth $504K. The position accounts for ﹤0.01% of the portfolio, ranked #2608.

RhumbLine Advisers first reported a position in UWMC in Q2 2021 and has held it in 20 quarters since. The position peaked at $891K in Q3 2024. 283 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

  • RhumbLine Advisers held 139,171 shares of UWM Holdings worth $504K as of Q1 2026.
  • RhumbLine Advisers bought 16,408 UWM Holdings shares in Q1 2026, an estimated $75.5K.
  • UWM Holdings made up ﹤0.01% of RhumbLine Advisers's portfolio in Q1 2026, its #2608 holding.
  • RhumbLine Advisers first reported a position in UWM Holdings in Q2 2021 and has held it in 20 quarters since.
  • RhumbLine Advisers's UWM Holdings position peaked at $891K in Q3 2024.
  • 283 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on RhumbLine Advisers's 13F filing for Q1 2026, filed 12 May 2026.