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Global Retirement Partners’s UWM Holdings UWMC Stock Holding History

Global Retirement 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
2025
Q4 		$67.1K Buy
15,317
+317
+2% +$1.71K ﹤0.01% 2166
2025
Q3 		$91.3K Hold
15,000
– – ﹤0.01% 1555
2025
Q2 		$62.1K Buy
+15,000
New +$65.9K ﹤0.01% 1654
2024
Q4 		$89.5K Buy
15,244
+64
+0.4% +$417 ﹤0.01% 1335
2024
Q3 		$129K Hold
15,180
– – ﹤0.01% 1102
2024
Q2 		$105K Hold
15,180
– – ﹤0.01% 1169
2024
Q1 		$110K Buy
15,180
+180
+1% +$1.22K ﹤0.01% 1036
2023
Q4 		$93.8K Buy
+15,000
New +$84.7K ﹤0.01% 1081
2023
Q2 		– Sell
-126
Closed -$736 – 3255
2023
Q1 		$736 Buy
+126
New +$553 ﹤0.01% 2819

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
IIC
Integrated Investment Consultants Bloomfield Hills, Michigan $471M AUM 20.31% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Global Retirement Partners's UWMC Position: Q4 2025 in Review

Global Retirement Partners increased its UWM Holdings (UWMC) stake by 2.1% in Q4 2025, buying an estimated $1.71K and bringing the position to 15,317 shares worth $67.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2166.

Global Retirement Partners first reported a position in UWMC in Q1 2023 and has held it in 9 quarters since. The position peaked at $129K in Q3 2024. 297 funds tracked by Wall St. Rank hold UWMC as of Q4 2025.

  • Global Retirement Partners held 15,317 shares of UWM Holdings worth $67.1K as of Q4 2025.
  • Global Retirement Partners bought 317 UWM Holdings shares in Q4 2025, an estimated $1.71K.
  • UWM Holdings made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2166 holding.
  • Global Retirement Partners first reported a position in UWM Holdings in Q1 2023 and has held it in 9 quarters since.
  • Global Retirement Partners's UWM Holdings position peaked at $129K in Q3 2024.
  • 297 funds tracked by Wall St. Rank held UWM Holdings as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.