Simplex Trading
UWMC icon

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
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 $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

Simplex Trading's UWMC Position: Q1 2026 in Review

Simplex Trading opened a new position in UWM Holdings (UWMC) in Q1 2026: 138,546 shares worth $502K. The stake represents ﹤0.01% of the portfolio and ranks #3264 among its holdings. This is a return to the name: Simplex Trading previously reported a position in UWMC as recently as Q3 2025.

Simplex Trading first reported a position in UWMC in Q4 2020 and has held it in 11 quarters since. The position peaked at $2.75M in Q4 2020. 283 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

  • Simplex Trading held 138,546 shares of UWM Holdings worth $502K as of Q1 2026.
  • UWM Holdings was a new Simplex Trading position in Q1 2026.
  • UWM Holdings made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #3264 holding.
  • Simplex Trading first reported a position in UWM Holdings in Q4 2020 and has held it in 11 quarters since.
  • Simplex Trading's UWM Holdings position peaked at $2.75M in Q4 2020.
  • 283 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.