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Mather Group’s UWM Holdings UWMC Stock Holding History

Mather Group’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
-79
Closed -$481 – 1597
2025
Q3 		$481 Buy
+79
New +$414 ﹤0.01% 1633
2025
Q2 		– Sell
-86
Closed -$470 – 1664
2025
Q1 		$470 Sell
86
-3
-3% -$18 ﹤0.01% 1690
2024
Q4 		$522 Sell
89
-7
-7% -$46 ﹤0.01% 1655
2024
Q3 		$818 Buy
96
+10
+12% +$84 ﹤0.01% 1575
2024
Q2 		$624 Hold
86
– – ﹤0.01% 2046
2024
Q1 		$615 Buy
+86
New +$580 ﹤0.01% 1667

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 40.89% 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

Mather Group's UWMC Position: Q4 2025 in Review

Mather Group sold out of UWM Holdings (UWMC) in Q4 2025, closing a stake of 79 shares — an estimated $481 sold.

Mather Group first reported a position in UWMC in Q1 2024 and held it in 6 quarters. The position peaked at $818 in Q3 2024. 297 funds tracked by Wall St. Rank hold UWMC as of Q4 2025.

  • Mather Group reported no remaining UWM Holdings position as of Q4 2025 after selling out during the quarter.
  • Mather Group sold 79 UWM Holdings shares in Q4 2025, an estimated $481.
  • Mather Group first reported a position in UWM Holdings in Q1 2024 and held it in 6 quarters.
  • Mather Group's UWM Holdings position peaked at $818 in Q3 2024.
  • 297 funds tracked by Wall St. Rank held UWM Holdings as of Q4 2025.

Based on Mather Group's 13F filing for Q4 2025, filed 13 Jan 2026.