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Freestone Grove Partners’s UWM Holdings UWMC Stock Holding History

Freestone Grove Partners’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
2026
Q2 		$14.9M Sell
6,488,779
-3,270,347
-34% -$10.2M 0.1% 242
2026
Q1 		$35.3M Buy
+9,759,126
New +$44.9M 0.25% 137
2025
Q4 		– Sell
-1,197,046
Closed -$7.29M – 959
2025
Q3 		$7.29M Sell
1,197,046
-1,489,125
-55% -$7.81M 0.05% 314
2025
Q2 		$11.1M Buy
2,686,171
+81,756
+3% +$359K 0.08% 266
2025
Q1 		$14.2M Buy
2,604,415
+2,537,072
+3,767% +$15.4M 0.15% 197
2024
Q4 		$395K Buy
+67,343
New +$438K ﹤0.01% 417

Other funds holding UWMC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Freestone Grove Partners's UWMC Position: Q2 2026 in Review

Freestone Grove Partners reduced its UWM Holdings (UWMC) stake by 34% in Q2 2026, selling an estimated $10.2M and leaving 6,488,779 shares worth $14.9M. The position accounts for 0.1% of the portfolio, ranked #242.

Freestone Grove Partners first reported a position in UWMC in Q4 2024 and has held it in 6 quarters since. The position peaked at $35.3M in Q1 2026. 291 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • Freestone Grove Partners held 6,488,779 shares of UWM Holdings worth $14.9M as of Q2 2026.
  • Freestone Grove Partners sold 3,270,347 UWM Holdings shares in Q2 2026, an estimated $10.2M.
  • UWM Holdings made up 0.1% of Freestone Grove Partners's portfolio in Q2 2026, its #242 holding.
  • Freestone Grove Partners first reported a position in UWM Holdings in Q4 2024 and has held it in 6 quarters since.
  • Freestone Grove Partners's UWM Holdings position peaked at $35.3M in Q1 2026.
  • 291 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.