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 		$963K Buy
266,100
+145,600
+121% +$670K ﹤0.01% 2535
2025
Q4 		$528K Sell
120,500
-130,000
-52% -$699K ﹤0.01% 3255
2025
Q3 		$1.52M Buy
250,500
+189,800
+313% +$995K ﹤0.01% 2597
2025
Q2 		$251K Buy
60,700
+13,100
+28% +$57.6K ﹤0.01% 4261
2025
Q1 		$259K Sell
47,600
-57,700
-55% -$350K ﹤0.01% 4066
2024
Q4 		$618K Sell
105,300
-1,900
-2% -$12.4K ﹤0.01% 3316
2024
Q3 		$913K Hold
107,200
– – ﹤0.01% 3003
2024
Q2 		$742K Buy
107,200
+17,200
+19% +$118K ﹤0.01% 3237
2024
Q1 		$653K Buy
90,000
+15,900
+21% +$107K ﹤0.01% 3576
2023
Q4 		$529K Buy
74,100
+14,200
+24% +$80.2K ﹤0.01% 3641
2023
Q3 		$290K Sell
59,900
-26,100
-30% -$150K ﹤0.01% 3973
2023
Q2 		$481K Buy
86,000
+52,000
+153% +$280K ﹤0.01% 3356
2023
Q1 		$166K Buy
34,000
+9,700
+40% +$42.5K ﹤0.01% 4543
2022
Q4 		$80K Sell
24,300
-20,700
-46% -$77.6K ﹤0.01% 5342
2022
Q3 		$131K Sell
45,000
-4,500
-9% -$16.6K ﹤0.01% 5160
2022
Q2 		$175K Buy
49,500
+1,700
+4% +$6.51K ﹤0.01% 4781
2022
Q1 		$216K Sell
47,800
-200,300
-81% -$967K ﹤0.01% 5052
2021
Q4 		$1.47M Sell
248,100
-119,500
-33% -$806K ﹤0.01% 2384
2021
Q3 		$3.02M Buy
367,600
+6,900
+2% +$51.4K ﹤0.01% 1663
2021
Q2 		$3.05M Buy
360,700
+358,057
+13,547% +$3M ﹤0.01% 1657
2021
Q1 		$2.1M Sell
2,643
-921
-26% -$8.93K ﹤0.01% 1557
2020
Q4 		$4.68M Buy
+3,564
New +$37.3K 0.01% 1033

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.