Harvest Fund Management’s UWM Holdings UWMC Stock Holding History

Harvest Fund Management’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	–	Sell	-10,296	Closed	-$62K	–	685
2025 Q3	$62K	Buy	+10,296	New	+$54K	﹤0.01%	424
2024 Q2	–	Sell	-7,165	Closed	-$52K	–	760
2024 Q1	$52K	Sell	7,165 -12,705	-64%	-$85.7K	﹤0.01%	508
2023 Q4	$142K	Buy	19,870 +18,960	+2,084%	+$107K	0.02%	275
2023 Q3	$4K	Sell	910 -218	-19%	-$1.26K	﹤0.01%	582
2023 Q2	$6K	Buy	+1,128	New	+$6.07K	﹤0.01%	597

Other funds holding UWMC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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 New York $51.4B AUM 31.07% 1-Year Est. Return

Harvest Fund Management's UWMC Position: Q4 2025 in Review

Harvest Fund Management sold out of UWM Holdings (UWMC) in Q4 2025, closing a stake of 10,296 shares — an estimated $62K sold.

Harvest Fund Management first reported a position in UWMC in Q2 2023 and held it in 5 quarters. The position peaked at $142K in Q4 2023. 297 funds tracked by Wall St. Rank hold UWMC as of Q4 2025.

Harvest Fund Management reported no remaining UWM Holdings position as of Q4 2025 after selling out during the quarter.
Harvest Fund Management sold 10,296 UWM Holdings shares in Q4 2025, an estimated $62K.
Harvest Fund Management first reported a position in UWM Holdings in Q2 2023 and held it in 5 quarters.
Harvest Fund Management's UWM Holdings position peaked at $142K in Q4 2023.
297 funds tracked by Wall St. Rank held UWM Holdings as of Q4 2025.

Based on Harvest Fund Management's 13F filing for Q4 2025, filed 11 Feb 2026.