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
Q1 		$2.13M Buy
588,300
+282,900
+93% +$1.3M ﹤0.01% 1768
2025
Q4 		$1.34M Sell
305,400
-242,300
-44% -$1.3M ﹤0.01% 2334
2025
Q3 		$3.33M Buy
547,700
+431,100
+370% +$2.26M ﹤0.01% 1831
2025
Q2 		$482K Buy
116,600
+55,000
+89% +$242K ﹤0.01% 3548
2025
Q1 		$336K Sell
61,600
-362,700
-85% -$2.2M ﹤0.01% 3819
2024
Q4 		$2.49M Buy
424,300
+176,200
+71% +$1.15M ﹤0.01% 2007
2024
Q3 		$2.11M Buy
248,100
+129,700
+110% +$1.09M ﹤0.01% 2229
2024
Q2 		$820K Sell
118,400
-34,600
-23% -$238K ﹤0.01% 3123
2024
Q1 		$1.11M Buy
153,000
+68,700
+81% +$464K ﹤0.01% 3010
2023
Q4 		$602K Buy
84,300
+44,000
+109% +$248K ﹤0.01% 3496
2023
Q3 		$195K Sell
40,300
-106,400
-73% -$613K ﹤0.01% 4382
2023
Q2 		$821K Sell
146,700
-98,400
-40% -$530K ﹤0.01% 2791
2023
Q1 		$1.2M Sell
245,100
-233,200
-49% -$1.02M ﹤0.01% 2422
2022
Q4 		$1.58M Sell
478,300
-69,900
-13% -$262K ﹤0.01% 2046
2022
Q3 		$1.61M Buy
548,200
+42,800
+8% +$158K ﹤0.01% 2163
2022
Q2 		$1.79M Buy
505,400
+68,600
+16% +$263K ﹤0.01% 1987
2022
Q1 		$1.98M Buy
436,800
+149,000
+52% +$719K ﹤0.01% 2127
2021
Q4 		$1.7M Sell
287,800
-512,700
-64% -$3.46M ﹤0.01% 2208
2021
Q3 		$6.58M Sell
800,500
-10,900
-1% -$81.2K 0.01% 982
2021
Q2 		$6.86M Buy
811,400
+807,002
+18,349% +$6.76M 0.01% 939
2021
Q1 		$3.49M Buy
4,398
+1,140
+35% +$11.1K 0.01% 1112
2020
Q4 		$4.28M Buy
+3,258
New +$34.1K 0.01% 1092

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.