AWA
UWMC icon

Arkadios Wealth Advisors’s UWM Holdings UWMC Stock Holding History

Arkadios Wealth Advisors’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
-10,853
Closed -$44.9K – 1525
2025
Q2 		$44.9K Buy
10,853
+249
+2% +$1.09K ﹤0.01% 1289
2025
Q1 		$57.9K Buy
10,604
+463
+5% +$2.81K ﹤0.01% 1096
2024
Q4 		$59.5K Hold
10,141
– – ﹤0.01% 900
2024
Q3 		$86.4K Sell
10,141
-6,500
-39% -$54.8K ﹤0.01% 880
2024
Q2 		$115K Sell
16,641
-500
-3% -$3.44K 0.01% 794
2024
Q1 		$124K Sell
17,141
-10,500
-38% -$70.9K 0.01% 670
2023
Q4 		$198K Sell
27,641
-1,400
-5% -$7.9K 0.02% 652
2023
Q3 		$141K Buy
+29,041
New +$167K 0.01% 633

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

Arkadios Wealth Advisors's UWMC Position: Q3 2025 in Review

Arkadios Wealth Advisors sold out of UWM Holdings (UWMC) in Q3 2025, closing a stake of 10,853 shares — an estimated $44.9K sold.

Arkadios Wealth Advisors first reported a position in UWMC in Q3 2023 and held it in 8 quarters. The position peaked at $198K in Q4 2023. 256 funds tracked by Wall St. Rank hold UWMC as of Q3 2025.

  • Arkadios Wealth Advisors reported no remaining UWM Holdings position as of Q3 2025 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 10,853 UWM Holdings shares in Q3 2025, an estimated $44.9K.
  • Arkadios Wealth Advisors first reported a position in UWM Holdings in Q3 2023 and held it in 8 quarters.
  • Arkadios Wealth Advisors's UWM Holdings position peaked at $198K in Q4 2023.
  • 256 funds tracked by Wall St. Rank held UWM Holdings as of Q3 2025.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.