Vima LLC’s UWM Holdings UWMC Stock Holding History

Vima LLC’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 Q3	$14K	Hold	11,851	–	–	0.01%	235
2026 Q2	$27.1K	Buy	+11,851	New	+$36.8K	0.03%	196

Other funds holding UWMC

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

SEP

Signature Equity Partners Columbus, Ohio $287M AUM 21.26% 1-Year Est. Return

Pacific Capital Wealth Advisors Corona, California $698M AUM 9.63% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return

Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return

Lebenthal Global Advisors Hauppauge, New York $747M AUM 15.75% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

Vima LLC's UWMC Position: Q3 2026 in Review

Vima LLC held its UWM Holdings (UWMC) position steady in Q3 2026 at 11,851 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #235.

Vima LLC first reported a position in UWMC in Q2 2026 and has held it in 2 quarters since. The position peaked at $27.1K in Q2 2026. 69 funds tracked by Wall St. Rank hold UWMC as of Q3 2026.

Vima LLC held 11,851 shares of UWM Holdings worth $14K as of Q3 2026.
Vima LLC left its UWM Holdings share count unchanged in Q3 2026.
UWM Holdings made up 0.01% of Vima LLC's portfolio in Q3 2026, its #235 holding.
Vima LLC first reported a position in UWM Holdings in Q2 2026 and has held it in 2 quarters since.
Vima LLC's UWM Holdings position peaked at $27.1K in Q2 2026.
69 funds tracked by Wall St. Rank held UWM Holdings as of Q3 2026.

Based on Vima LLC's 13F filing for Q3 2026, filed 23 Oct 2026.