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Brinker Capital Investments’s UWM Holdings UWMC Stock Holding History

Brinker Capital Investments’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
-15,752
Closed -$65.2K – 2129
2025
Q2 		$65.2K Sell
15,752
-966
-6% -$4.25K ﹤0.01% 1957
2025
Q1 		$91.3K Sell
16,718
-12,993
-44% -$78.9K ﹤0.01% 1848
2024
Q4 		$174K Buy
29,711
+19,686
+196% +$128K ﹤0.01% 1766
2024
Q3 		$85.4K Buy
+10,025
New +$84.5K ﹤0.01% 1754

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

Brinker Capital Investments's UWMC Position: Q3 2025 in Review

Brinker Capital Investments sold out of UWM Holdings (UWMC) in Q3 2025, closing a stake of 15,752 shares — an estimated $65.2K sold.

Brinker Capital Investments first reported a position in UWMC in Q3 2024 and held it in 4 quarters. The position peaked at $174K in Q4 2024. 256 funds tracked by Wall St. Rank hold UWMC as of Q3 2025.

  • Brinker Capital Investments reported no remaining UWM Holdings position as of Q3 2025 after selling out during the quarter.
  • Brinker Capital Investments sold 15,752 UWM Holdings shares in Q3 2025, an estimated $65.2K.
  • Brinker Capital Investments first reported a position in UWM Holdings in Q3 2024 and held it in 4 quarters.
  • Brinker Capital Investments's UWM Holdings position peaked at $174K in Q4 2024.
  • 256 funds tracked by Wall St. Rank held UWM Holdings as of Q3 2025.

Based on Brinker Capital Investments's 13F filing for Q3 2025, filed 12 Nov 2025.