Fortitude Family Office’s UWM Holdings UWMC Stock Holding History

Fortitude Family Office’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	-774	Closed	-$4.23K	–	2139
2025 Q1	$4.23K	Hold	774	–	–	﹤0.01%	768
2024 Q4	$4.54K	Hold	774	–	–	﹤0.01%	872
2024 Q3	$6.59K	Hold	774	–	–	﹤0.01%	690
2024 Q2	$5.36K	Hold	774	–	–	﹤0.01%	567
2024 Q1	$5.62K	Hold	774	–	–	﹤0.01%	554
2023 Q4	$5.53K	Buy	+774	New	+$4.37K	﹤0.01%	565

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

BIP

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

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fortitude Family Office's UWMC Position: Q2 2025 in Review

Fortitude Family Office sold out of UWM Holdings (UWMC) in Q2 2025, closing a stake of 774 shares — an estimated $4.23K sold.

Fortitude Family Office first reported a position in UWMC in Q4 2023 and held it in 6 quarters. The position peaked at $6.59K in Q3 2024. 228 funds tracked by Wall St. Rank hold UWMC as of Q2 2025.

Fortitude Family Office reported no remaining UWM Holdings position as of Q2 2025 after selling out during the quarter.
Fortitude Family Office sold 774 UWM Holdings shares in Q2 2025, an estimated $4.23K.
Fortitude Family Office first reported a position in UWM Holdings in Q4 2023 and held it in 6 quarters.
Fortitude Family Office's UWM Holdings position peaked at $6.59K in Q3 2024.
228 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2025.

Based on Fortitude Family Office's 13F filing for Q2 2025, filed 15 Jul 2025.