CAM
UWMC icon

Cresset Asset Management’s UWM Holdings UWMC Stock Holding History

Cresset Asset Management’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
-36,638
Closed -$204K – 1785
2025
Q1 		$204K Buy
36,638
+4,625
+14% +$28.1K ﹤0.01% 1518
2024
Q4 		$191K Buy
32,013
+834
+3% +$5.43K ﹤0.01% 1574
2024
Q3 		$269K Sell
31,179
-10,000
-24% -$84.3K ﹤0.01% 1853
2024
Q2 		$289K Sell
41,179
-1,505
-4% -$10.3K ﹤0.01% 1737
2024
Q1 		$314K Buy
42,684
+1,505
+4% +$10.2K ﹤0.01% 1558
2023
Q4 		$299K Buy
41,179
+97
+0.2% +$548 ﹤0.01% 1494
2023
Q3 		$203K Sell
41,082
-339
-0.8% -$1.95K ﹤0.01% 1619
2023
Q2 		$236K Buy
+41,421
New +$223K ﹤0.01% 1647

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

Cresset Asset Management's UWMC Position: Q2 2025 in Review

Cresset Asset Management sold out of UWM Holdings (UWMC) in Q2 2025, closing a stake of 36,638 shares — an estimated $204K sold.

Cresset Asset Management first reported a position in UWMC in Q2 2023 and held it in 8 quarters. The position peaked at $314K in Q1 2024. 228 funds tracked by Wall St. Rank hold UWMC as of Q2 2025.

  • Cresset Asset Management reported no remaining UWM Holdings position as of Q2 2025 after selling out during the quarter.
  • Cresset Asset Management sold 36,638 UWM Holdings shares in Q2 2025, an estimated $204K.
  • Cresset Asset Management first reported a position in UWM Holdings in Q2 2023 and held it in 8 quarters.
  • Cresset Asset Management's UWM Holdings position peaked at $314K in Q1 2024.
  • 228 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2025.

Based on Cresset Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.