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Independent Advisor Alliance’s UWM Holdings UWMC Stock Holding History

Independent Advisor Alliance’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
-10,657
Closed -$58.2K – 932
2025
Q1 		$58.2K Buy
+10,657
New +$64.7K ﹤0.01% 795

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

Independent Advisor Alliance's UWMC Position: Q2 2025 in Review

Independent Advisor Alliance sold out of UWM Holdings (UWMC) in Q2 2025, closing a stake of 10,657 shares — an estimated $58.2K sold.

Independent Advisor Alliance first reported a position in UWMC in Q1 2025 and held it in 1 quarter. The position peaked at $58.2K in Q1 2025. 228 funds tracked by Wall St. Rank hold UWMC as of Q2 2025.

  • Independent Advisor Alliance reported no remaining UWM Holdings position as of Q2 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 10,657 UWM Holdings shares in Q2 2025, an estimated $58.2K.
  • Independent Advisor Alliance first reported a position in UWM Holdings in Q1 2025 and held it in 1 quarter.
  • Independent Advisor Alliance's UWM Holdings position peaked at $58.2K in Q1 2025.
  • 228 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2025.

Based on Independent Advisor Alliance's 13F filing for Q2 2025, filed 11 Aug 2025.