Winton Group’s UWM Holdings UWMC Stock Holding History

Winton Group’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	$630K	Sell	275,000 -384,230	-58%	-$1.19M	0.02%	632
2026 Q1	$2.39M	Buy	659,230 +575,030	+683%	+$2.65M	0.08%	303
2025 Q4	$369K	Buy	+84,200	New	+$453K	0.01%	695
2025 Q3	–	Sell	-134,610	Closed	-$557K	–	1046
2025 Q2	$557K	Buy	+134,610	New	+$592K	0.03%	570

Other funds holding UWMC

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Winton Group's UWMC Position: Q2 2026 in Review

Winton Group reduced its UWM Holdings (UWMC) stake by 58% in Q2 2026, selling an estimated $1.19M and leaving 275,000 shares worth $630K. The position accounts for 0.02% of the portfolio, ranked #632.

Winton Group first reported a position in UWMC in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.39M in Q1 2026. 293 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

Winton Group held 275,000 shares of UWM Holdings worth $630K as of Q2 2026.
Winton Group sold 384,230 UWM Holdings shares in Q2 2026, an estimated $1.19M.
UWM Holdings made up 0.02% of Winton Group's portfolio in Q2 2026, its #632 holding.
Winton Group first reported a position in UWM Holdings in Q2 2025 and has held it in 4 quarters since.
Winton Group's UWM Holdings position peaked at $2.39M in Q1 2026.
293 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Winton Group's 13F filing for Q2 2026, filed 7 Aug 2026.