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Steve Schonfeld’s UWM Holdings UWMC Stock Holding History

Steve Schonfeld’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
2021
Q3 		– Sell
-105,900
Closed -$895K – 2486
2021
Q2 		$895K Buy
+105,900
New +$887K 0.01% 965

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 40.91% 1-Year Est. Return

Steve Schonfeld's UWMC Position: Q2 2026 in Review

Steve Schonfeld increased its UWM Holdings (UWMC) stake by 317% in Q2 2026, buying an estimated $4.87M and bringing the position to 2,062,485 shares worth $4.72M. The position accounts for 0.02% of the portfolio, ranked #665.

Steve Schonfeld first reported a position in UWMC in Q1 2021 and has held it in 22 quarters since. The position peaked at $8.4M in Q3 2024. 289 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • Steve Schonfeld held 2,062,485 shares of UWM Holdings worth $4.72M as of Q2 2026.
  • Steve Schonfeld bought 1,567,512 UWM Holdings shares in Q2 2026, an estimated $4.87M.
  • UWM Holdings made up 0.02% of Steve Schonfeld's portfolio in Q2 2026, its #665 holding.
  • Steve Schonfeld first reported a position in UWM Holdings in Q1 2021 and has held it in 22 quarters since.
  • Steve Schonfeld's UWM Holdings position peaked at $8.4M in Q3 2024.
  • 289 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.