Simplex Trading
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Simplex Trading’s UWM Holdings UWMC Stock Holding History

Simplex Trading’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 		$162K Sell
70,725
-67,821
-49% -$211K ﹤0.01% 4980
2026
Q1 		$502K Buy
+138,546
New +$638K ﹤0.01% 3264
2025
Q4 		– Sell
-6,664
Closed -$35.8K – 10169
2025
Q3 		$40K Sell
6,664
-67,840
-91% -$356K ﹤0.01% 6686
2025
Q2 		$308K Buy
74,504
+19,909
+36% +$87.5K ﹤0.01% 4038
2025
Q1 		$298K Sell
54,595
-74,888
-58% -$455K ﹤0.01% 3925
2024
Q4 		$760K Buy
+129,483
New +$843K ﹤0.01% 3127
2024
Q3 		– Sell
-16,471
Closed -$139K – 9662
2024
Q2 		$114K Buy
+16,471
New +$113K ﹤0.01% 5253
2022
Q1 		– Sell
-47,269
Closed -$228K – 11458
2021
Q4 		$279K Sell
47,269
-191,658
-80% -$1.29M ﹤0.01% 4680
2021
Q3 		$1.96M Sell
238,927
-269
-0.1% -$2K ﹤0.01% 2171
2021
Q2 		$2.02M Buy
239,196
+91,124
+62% +$763K ﹤0.01% 2142
2021
Q1 		$1.17M Sell
148,072
-61,014
-29% -$592K ﹤0.01% 2216
2020
Q4 		$2.75M Buy
+209,086
New +$2.19M ﹤0.01% 1467

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

Simplex Trading's UWMC Position: Q2 2026 in Review

Simplex Trading reduced its UWM Holdings (UWMC) stake by 49% in Q2 2026, selling an estimated $211K and leaving 70,725 shares worth $162K. The position accounts for ﹤0.01% of the portfolio, ranked #4980.

Simplex Trading first reported a position in UWMC in Q4 2020 and has held it in 12 quarters since. The position peaked at $2.75M in Q4 2020. 292 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • Simplex Trading held 70,725 shares of UWM Holdings worth $162K as of Q2 2026.
  • Simplex Trading sold 67,821 UWM Holdings shares in Q2 2026, an estimated $211K.
  • UWM Holdings made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #4980 holding.
  • Simplex Trading first reported a position in UWM Holdings in Q4 2020 and has held it in 12 quarters since.
  • Simplex Trading's UWM Holdings position peaked at $2.75M in Q4 2020.
  • 292 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.