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Bleakley Financial Group’s UWM Holdings UWMC Stock Holding History

Bleakley Financial 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
2025
Q2 		– Sell
-44,059
Closed -$241K – 588
2025
Q1 		$241K Buy
44,059
+4,336
+11% +$26.3K 0.01% 495
2024
Q4 		$233K Buy
39,723
+10,734
+37% +$69.9K 0.01% 899
2024
Q3 		$247K Buy
28,989
+12
+0% +$101 0.01% 861
2024
Q2 		$201K Sell
28,977
-1,238
-4% -$8.51K 0.01% 899
2024
Q1 		$219K Buy
30,215
+4,612
+18% +$31.1K 0.01% 860
2023
Q4 		$183K Buy
25,603
+350
+1% +$1.98K 0.01% 864
2023
Q3 		$122K Sell
25,253
-2,976
-11% -$17.1K ﹤0.01% 824
2023
Q2 		$158K Buy
28,229
+13,226
+88% +$71.2K ﹤0.01% 856
2023
Q1 		$73.7K Buy
+15,003
New +$65.8K ﹤0.01% 866

Other funds holding UWMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
PE
Platinum Equity Beverly Hills, California $32.3M AUM 17.64% 1-Year Est. Return
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bleakley Financial Group's UWMC Position: Q2 2025 in Review

Bleakley Financial Group sold out of UWM Holdings (UWMC) in Q2 2025, closing a stake of 44,059 shares — an estimated $241K sold.

Bleakley Financial Group first reported a position in UWMC in Q1 2023 and held it in 9 quarters. The position peaked at $247K in Q3 2024. 228 funds tracked by Wall St. Rank hold UWMC as of Q2 2025.

  • Bleakley Financial Group reported no remaining UWM Holdings position as of Q2 2025 after selling out during the quarter.
  • Bleakley Financial Group sold 44,059 UWM Holdings shares in Q2 2025, an estimated $241K.
  • Bleakley Financial Group first reported a position in UWM Holdings in Q1 2023 and held it in 9 quarters.
  • Bleakley Financial Group's UWM Holdings position peaked at $247K in Q3 2024.
  • 228 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2025.

Based on Bleakley Financial Group's 13F filing for Q2 2025, filed 30 Jul 2025.