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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
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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DCP
Diameter Capital Partners New York $1.07B AUM 152.29% 1-Year Est. Return

Freestone Grove Partners's UWMC Position: Q1 2026 in Review

Freestone Grove Partners opened a new position in UWM Holdings (UWMC) in Q1 2026: 9,759,126 shares worth $35.3M. The stake represents 0.25% of the portfolio and ranks #137 among its holdings. This is a return to the name: Freestone Grove Partners previously reported a position in UWMC as recently as Q3 2025.

Freestone Grove Partners first reported a position in UWMC in Q4 2024 and has held it in 5 quarters since. 283 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

  • Freestone Grove Partners held 9,759,126 shares of UWM Holdings worth $35.3M as of Q1 2026.
  • UWM Holdings was a new Freestone Grove Partners position in Q1 2026.
  • UWM Holdings made up 0.25% of Freestone Grove Partners's portfolio in Q1 2026, its #137 holding.
  • Freestone Grove Partners first reported a position in UWM Holdings in Q4 2024 and has held it in 5 quarters since.
  • 283 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on Freestone Grove Partners's 13F filing for Q1 2026, filed 15 May 2026.