Mariner

Mariner’s UWM Holdings UWMC Stock Holding History

Mariner’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
2026 Q1	$1.06M	Sell	291,836 -36,504	-11%	-$168K	﹤0.01%	1925
2025 Q4	$1.44M	Buy	328,340 +158,440	+93%	+$852K	﹤0.01%	1691
2025 Q3	$1.03M	Buy	169,900 +136,318	+406%	+$715K	﹤0.01%	1877
2025 Q2	$139K	Sell	33,582 -31,121	-48%	-$137K	﹤0.01%	3166
2025 Q1	$353K	Buy	64,703 +248	+0.4%	+$1.51K	﹤0.01%	2484
2024 Q4	$378K	Buy	64,455 +3,126	+5%	+$20.3K	﹤0.01%	2416
2024 Q3	$523K	Buy	61,329 +2,138	+4%	+$18K	﹤0.01%	2099
2024 Q2	$410K	Buy	59,191 +484	+0.8%	+$3.33K	﹤0.01%	2203
2024 Q1	$426K	Sell	58,707 -2,921	-5%	-$19.7K	﹤0.01%	2156
2023 Q4	$441K	Sell	61,628 -1,866	-3%	-$10.5K	﹤0.01%	2032
2023 Q3	$308K	Sell	63,494 -82	-0.1%	-$472	﹤0.01%	2129
2023 Q2	$356K	Buy	63,576 +1,690	+3%	+$9.1K	﹤0.01%	1989
2023 Q1	$304K	Buy	61,886 +20,099	+48%	+$88.2K	﹤0.01%	2056
2022 Q4	$138K	Buy	41,787 +20,597	+97%	+$77.2K	﹤0.01%	2442
2022 Q3	$62K	Buy	+21,190	New	+$78K	﹤0.01%	2288

Other funds holding UWMC

Fidelity Investments

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Freestone Grove Partners San Francisco, California $13.8B AUM 24.58% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return