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
Q2 		$333K Buy
145,498
+6,327
+5% +$19.7K ﹤0.01% 3005
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 $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

RhumbLine Advisers's UWMC Position: Q2 2026 in Review

RhumbLine Advisers increased its UWM Holdings (UWMC) stake by 4.5% in Q2 2026, buying an estimated $19.7K and bringing the position to 145,498 shares worth $333K. The position accounts for ﹤0.01% of the portfolio, ranked #3005.

RhumbLine Advisers first reported a position in UWMC in Q2 2021 and has held it in 21 quarters since. The position peaked at $891K in Q3 2024. 293 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • RhumbLine Advisers held 145,498 shares of UWM Holdings worth $333K as of Q2 2026.
  • RhumbLine Advisers bought 6,327 UWM Holdings shares in Q2 2026, an estimated $19.7K.
  • UWM Holdings made up ﹤0.01% of RhumbLine Advisers's portfolio in Q2 2026, its #3005 holding.
  • RhumbLine Advisers first reported a position in UWM Holdings in Q2 2021 and has held it in 21 quarters since.
  • RhumbLine Advisers's UWM Holdings position peaked at $891K in Q3 2024.
  • 293 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on RhumbLine Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.