Delta Asset Management’s UWM Holdings UWMC Stock Holding History

Delta 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 Q4	–	Sell	-625	Closed	-$3.81K	–	615
2025 Q3	$3.81K	Buy	+625	New	+$3.28K	﹤0.01%	515
2024 Q2	–	Sell	-2,001	Closed	-$14.5K	–	656
2024 Q1	$14.5K	Buy	2,001 +93	+5%	+$628	﹤0.01%	407
2023 Q4	$13.6K	Buy	1,908 +135	+8%	+$762	﹤0.01%	410
2023 Q3	$8.6K	Buy	1,773 +177	+11%	+$1.02K	﹤0.01%	460
2023 Q2	$8.94K	Buy	1,596 +28	+2%	+$151	﹤0.01%	468
2023 Q1	$7.7K	Buy	1,568 +138	+10%	+$605	﹤0.01%	456
2022 Q4	$4.74K	Buy	+1,430	New	+$5.36K	﹤0.01%	522
2022 Q1	–	Sell	-403	Closed	-$2K	–	561
2021 Q4	$2K	Buy	403 +203	+102%	+$1.37K	﹤0.01%	603
2021 Q3	$1K	Buy	+200	New	+$1.49K	﹤0.01%	622

Other funds holding UWMC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

6CM

683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

IIC

Integrated Investment Consultants Bloomfield Hills, Michigan $471M AUM 20.31% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Delta Asset Management's UWMC Position: Q4 2025 in Review

Delta Asset Management sold out of UWM Holdings (UWMC) in Q4 2025, closing a stake of 625 shares — an estimated $3.81K sold.

Delta Asset Management first reported a position in UWMC in Q3 2021 and held it in 9 quarters. The position peaked at $14.5K in Q1 2024. 297 funds tracked by Wall St. Rank hold UWMC as of Q4 2025.

Delta Asset Management reported no remaining UWM Holdings position as of Q4 2025 after selling out during the quarter.
Delta Asset Management sold 625 UWM Holdings shares in Q4 2025, an estimated $3.81K.
Delta Asset Management first reported a position in UWM Holdings in Q3 2021 and held it in 9 quarters.
Delta Asset Management's UWM Holdings position peaked at $14.5K in Q1 2024.
297 funds tracked by Wall St. Rank held UWM Holdings as of Q4 2025.

Based on Delta Asset Management's 13F filing for Q4 2025, filed 9 Feb 2026.