Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s UWM Holdings UWMC Stock Holding History

Kovitz Investment Group 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 		– Sell
-11,544
Closed -$70.8K – 1277
2025
Q3 		$70.8K Buy
+11,544
New +$60.5K ﹤0.01% 1381

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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
6CM
683 Capital Management New York $2.04B AUM 94.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
IIC
Integrated Investment Consultants Bloomfield Hills, Michigan $508M AUM 22.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Kovitz Investment Group Partners's UWMC Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of UWM Holdings (UWMC) in Q4 2025, closing a stake of 11,544 shares — an estimated $70.8K sold.

Kovitz Investment Group Partners first reported a position in UWMC in Q3 2025 and held it in 1 quarter. The position peaked at $70.8K in Q3 2025. 297 funds tracked by Wall St. Rank hold UWMC as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining UWM Holdings position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 11,544 UWM Holdings shares in Q4 2025, an estimated $70.8K.
  • Kovitz Investment Group Partners first reported a position in UWM Holdings in Q3 2025 and held it in 1 quarter.
  • Kovitz Investment Group Partners's UWM Holdings position peaked at $70.8K in Q3 2025.
  • 297 funds tracked by Wall St. Rank held UWM Holdings as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.