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Global Financial Private Client’s UWM Holdings UWMC Stock Holding History

Global Financial Private Client’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
-502
Closed -$2.74K – 1531
2025
Q1 		$2.74K Hold
502
– – ﹤0.01% 794
2024
Q4 		$2.95K Hold
502
– – ﹤0.01% 688
2024
Q3 		$4.28K Hold
502
– – ﹤0.01% 662
2024
Q2 		$3.48K Hold
502
– – ﹤0.01% 536
2024
Q1 		$3.29K Buy
+502
New +$3.39K ﹤0.01% 552

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

Global Financial Private Client's UWMC Position: Q2 2025 in Review

Global Financial Private Client sold out of UWM Holdings (UWMC) in Q2 2025, closing a stake of 502 shares — an estimated $2.74K sold.

Global Financial Private Client first reported a position in UWMC in Q1 2024 and held it in 5 quarters. The position peaked at $4.28K in Q3 2024. 228 funds tracked by Wall St. Rank hold UWMC as of Q2 2025.

  • Global Financial Private Client reported no remaining UWM Holdings position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 502 UWM Holdings shares in Q2 2025, an estimated $2.74K.
  • Global Financial Private Client first reported a position in UWM Holdings in Q1 2024 and held it in 5 quarters.
  • Global Financial Private Client's UWM Holdings position peaked at $4.28K in Q3 2024.
  • 228 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.