Position in UWMC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$280,586
-$87,671 QoQ
Shares Held
122,527
+20.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#107
of 289 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 9%
Shared 30%
None 61%
Common Shares in UWMC Over Time
Shares Held
Position Value (USD)
Derivatives in UWMC
reported options exposure · as of Mar 31, 2026CallValue
$9,050
CallShares
2,500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026Cerity Partners LLC holds $3,136,347 across 5 Mortgage Finance names. UWMC ranks #5 (8.9% of the industry book) .
All Filings in UWMC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $280,586 | 122,527 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $368,257 | 101,729 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $9,050 | 2,500 | Call | Sole | 2026-05-15 | |
| 2025-12-31 | $339,357 | 77,479 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $154,137 | 25,310 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $107,780 | 26,034 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $341,965 | 62,631 | Shares | Sole | 2025-04-30 | |
| 2024-09-30 | $89,868 | 10,548 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $72,924 | 10,523 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||