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 		$449K Sell
195,900
-70,200
-26% -$218K ﹤0.01% 3739
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 $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.