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Financial Management Professionals’s UWM Holdings UWMC Stock Holding History

Financial Management Professionals’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
-200
Closed -$1.09K – 1078
2025
Q1 		$1.09K Buy
+200
New +$1.22K ﹤0.01% 803

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

Financial Management Professionals's UWMC Position: Q2 2025 in Review

Financial Management Professionals sold out of UWM Holdings (UWMC) in Q2 2025, closing a stake of 200 shares — an estimated $1.09K sold.

Financial Management Professionals first reported a position in UWMC in Q1 2025 and held it in 1 quarter. The position peaked at $1.09K in Q1 2025. 228 funds tracked by Wall St. Rank hold UWMC as of Q2 2025.

  • Financial Management Professionals reported no remaining UWM Holdings position as of Q2 2025 after selling out during the quarter.
  • Financial Management Professionals sold 200 UWM Holdings shares in Q2 2025, an estimated $1.09K.
  • Financial Management Professionals first reported a position in UWM Holdings in Q1 2025 and held it in 1 quarter.
  • Financial Management Professionals's UWM Holdings position peaked at $1.09K in Q1 2025.
  • 228 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2025.

Based on Financial Management Professionals's 13F filing for Q2 2025, filed 15 Jul 2025.