Geode Capital Management’s UWM Holdings UWMC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10M Buy
2,414,282
+777,264
+47% +$3.22M ﹤0.01% 2361
2025
Q1
$8.94M Buy
1,637,018
+94,769
+6% +$518K ﹤0.01% 2359
2024
Q4
$9.06M Sell
1,542,249
-4,569
-0.3% -$26.8K ﹤0.01% 2441
2024
Q3
$13.2M Buy
1,546,818
+41,206
+3% +$351K ﹤0.01% 2211
2024
Q2
$10.4M Buy
1,505,612
+50,966
+4% +$353K ﹤0.01% 2297
2024
Q1
$10.6M Buy
1,454,646
+62,479
+4% +$454K ﹤0.01% 2294
2023
Q4
$9.96M Buy
1,392,167
+60,201
+5% +$431K ﹤0.01% 2349
2023
Q3
$6.46M Buy
1,331,966
+9,700
+0.7% +$47.1K ﹤0.01% 2507
2023
Q2
$7.4M Buy
1,322,266
+45,215
+4% +$253K ﹤0.01% 2481
2023
Q1
$6.27M Buy
1,277,051
+29,401
+2% +$144K ﹤0.01% 2533
2022
Q4
$4.13M Buy
1,247,650
+67,250
+6% +$223K ﹤0.01% 2758
2022
Q3
$3.46M Buy
1,180,400
+80,490
+7% +$236K ﹤0.01% 2873
2022
Q2
$3.89M Buy
1,099,910
+14,074
+1% +$49.8K ﹤0.01% 2832
2022
Q1
$4.92M Buy
1,085,836
+73,129
+7% +$331K ﹤0.01% 2808
2021
Q4
$6M Buy
1,012,707
+47,967
+5% +$284K ﹤0.01% 2793
2021
Q3
$6.7M Buy
964,740
+350,645
+57% +$2.44M ﹤0.01% 2736
2021
Q2
$5.19M Buy
614,095
+123,578
+25% +$1.04M ﹤0.01% 2876
2021
Q1
$3.89M Buy
+490,517
New +$3.89M ﹤0.01% 2907