Cambridge Investment Research Advisors’s UWM Holdings UWMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.6M | Buy |
718,605
+29,635
| +4% | +$136K | 0.01% | 1403 |
|
|
2025
Q4 | $3.02M | Buy |
688,970
+17,400
| +3% | +$93.6K | 0.01% | 1208 |
|
|
2025
Q3 | $4.09M | Buy |
671,570
+14,640
| +2% | +$76.8K | 0.01% | 1027 |
|
|
2025
Q2 | $2.72M | Buy |
656,930
+248,748
| +61% | +$1.09M | 0.01% | 1206 |
|
|
2025
Q1 | $2.23M | Buy |
408,182
+54,160
| +15% | +$329K | 0.01% | 1273 |
|
|
2024
Q4 | $2.08M | Buy |
354,022
+69,037
| +24% | +$449K | 0.01% | 1329 |
|
|
2024
Q3 | $2.43M | Buy |
284,985
+50
| +0% | +$422 | 0.01% | 1202 |
|
|
2024
Q2 | $1.98M | Sell |
284,935
-2,200
| -0.8% | -$15.1K | 0.01% | 1285 |
|
|
2024
Q1 | $2.08M | Buy |
287,135
+9,555
| +3% | +$64.5K | 0.01% | 1232 |
|
|
2023
Q4 | $1.99M | Buy |
277,580
+5,478
| +2% | +$30.9K | 0.01% | 1201 |
|
|
2023
Q3 | $1.32M | Sell |
272,102
-248,146
| -48% | -$1.43M | 0.01% | 1397 |
|
|
2023
Q2 | $2.91M | Sell |
520,248
-7,599
| -1% | -$40.9K | 0.01% | 947 |
|
|
2023
Q1 | $2.59M | Sell |
527,847
-42,357
| -7% | -$186K | 0.01% | 989 |
|
|
2022
Q4 | $1.89M | Sell |
570,204
-1,530
| -0.3% | -$5.73K | 0.01% | 1106 |
|
|
2022
Q3 | $1.68M | Buy |
571,734
+12,037
| +2% | +$44.3K | 0.01% | 1138 |
|
|
2022
Q2 | $1.98M | Sell |
559,697
-3,821
| -0.7% | -$14.6K | 0.01% | 1046 |
|
|
2022
Q1 | $2.55M | Buy |
563,518
+233,419
| +71% | +$1.13M | 0.01% | 1002 |
|
|
2021
Q4 | $1.95M | Buy |
330,099
+32,445
| +11% | +$219K | 0.01% | 1157 |
|
|
2021
Q3 | $2.07M | Buy |
297,654
+78,411
| +36% | +$584K | 0.01% | 1076 |
|
|
2021
Q2 | $1.85M | Buy |
219,243
+10,311
| +5% | +$86.3K | 0.01% | 1167 |
|
|
2021
Q1 | $1.66M | Buy |
208,932
+154,044
| +281% | +$1.49M | 0.01% | 1109 |
|
|
2020
Q4 | $721K | Buy |
+54,888
| New | +$574K | ﹤0.01% | 1523 |
|
Other funds holding UWMC
VCM
FGP
VPM
KSCM
