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Algert Global’s UWM Holdings UWMC Stock Holding History

Algert Global’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
2025
Q3 		– Sell
-156,950
Closed -$650K – 1351
2025
Q2 		$650K Buy
+156,950
New +$690K 0.01% 886
2023
Q1 		– Sell
-22,373
Closed -$74K – 1321
2022
Q4 		$74K Hold
22,373
– – ﹤0.01% 1089
2022
Q3 		$66K Buy
22,373
+7,880
+54% +$29K ﹤0.01% 1130
2022
Q2 		$51K Hold
14,493
– – ﹤0.01% 1153
2022
Q1 		$66K Buy
+14,493
New +$70K ﹤0.01% 1129

Other funds holding UWMC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
IIC
Integrated Investment Consultants Bloomfield Hills, Michigan $471M AUM 20.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PE
Platinum Equity Beverly Hills, California $32.3M AUM 17.64% 1-Year Est. Return

Algert Global's UWMC Position: Q3 2025 in Review

Algert Global sold out of UWM Holdings (UWMC) in Q3 2025, closing a stake of 156,950 shares — an estimated $650K sold.

Algert Global first reported a position in UWMC in Q1 2022 and held it in 5 quarters. The position peaked at $650K in Q2 2025. 256 funds tracked by Wall St. Rank hold UWMC as of Q3 2025.

  • Algert Global reported no remaining UWM Holdings position as of Q3 2025 after selling out during the quarter.
  • Algert Global sold 156,950 UWM Holdings shares in Q3 2025, an estimated $650K.
  • Algert Global first reported a position in UWM Holdings in Q1 2022 and held it in 5 quarters.
  • Algert Global's UWM Holdings position peaked at $650K in Q2 2025.
  • 256 funds tracked by Wall St. Rank held UWM Holdings as of Q3 2025.

Based on Algert Global's 13F filing for Q3 2025, filed 14 Nov 2025.