Y-Intercept (HK)’s UWM Holdings UWMC Stock Holding History

Y-Intercept (HK)’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	–	Sell	-45,238	Closed	-$198K	–	2080
2025 Q4	$198K	Sell	45,238 -69,751	-61%	-$375K	﹤0.01%	1444
2025 Q3	$700K	Buy	+114,989	New	+$603K	0.02%	1132
2025 Q2	–	Sell	-48,049	Closed	-$262K	–	2036
2025 Q1	$262K	Buy	+48,049	New	+$292K	0.02%	950
2024 Q4	–	Sell	-54,678	Closed	-$466K	–	1685
2024 Q3	$466K	Buy	+54,678	New	+$461K	0.03%	805
2023 Q3	–	Sell	-24,656	Closed	-$138K	–	1638
2023 Q2	$138K	Buy	+24,656	New	+$133K	0.01%	1002

Other funds holding UWMC

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $124B AUM 33.93% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Y-Intercept (HK)'s UWMC Position: Q1 2026 in Review

Y-Intercept (HK) sold out of UWM Holdings (UWMC) in Q1 2026, closing a stake of 45,238 shares — an estimated $198K sold.

Y-Intercept (HK) first reported a position in UWMC in Q2 2023 and held it in 5 quarters. The position peaked at $700K in Q3 2025. 283 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

Y-Intercept (HK) reported no remaining UWM Holdings position as of Q1 2026 after selling out during the quarter.
Y-Intercept (HK) sold 45,238 UWM Holdings shares in Q1 2026, an estimated $198K.
Y-Intercept (HK) first reported a position in UWM Holdings in Q2 2023 and held it in 5 quarters.
Y-Intercept (HK)'s UWM Holdings position peaked at $700K in Q3 2025.
283 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on Y-Intercept (HK)'s 13F filing for Q1 2026, filed 27 Apr 2026.