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Continuum Advisory’s UWM Holdings UWMC Stock Holding History

Continuum Advisory’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
-118
Closed -$644 – 1521
2025
Q1 		$644 Hold
118
– – ﹤0.01% 1560
2024
Q4 		$693 Hold
118
– – ﹤0.01% 1681
2024
Q3 		$677 Hold
118
– – ﹤0.01% 1719
2024
Q2 		$818 Hold
118
– – ﹤0.01% 1508
2024
Q1 		$886 Buy
+118
New +$796 ﹤0.01% 1492

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

Continuum Advisory's UWMC Position: Q2 2025 in Review

Continuum Advisory sold out of UWM Holdings (UWMC) in Q2 2025, closing a stake of 118 shares — an estimated $644 sold.

Continuum Advisory first reported a position in UWMC in Q1 2024 and held it in 5 quarters. The position peaked at $886 in Q1 2024. 228 funds tracked by Wall St. Rank hold UWMC as of Q2 2025.

  • Continuum Advisory reported no remaining UWM Holdings position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 118 UWM Holdings shares in Q2 2025, an estimated $644.
  • Continuum Advisory first reported a position in UWM Holdings in Q1 2024 and held it in 5 quarters.
  • Continuum Advisory's UWM Holdings position peaked at $886 in Q1 2024.
  • 228 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.