Morgan Stanley’s UWM Holdings UWMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $14.5M | Buy |
4,011,675
+1,128,752
| +39% | +$5.19M | ﹤0.01% | 3243 |
|
|
2025
Q4 | $12.6M | Buy |
2,882,923
+1,524,434
| +112% | +$8.2M | ﹤0.01% | 3389 |
|
|
2025
Q3 | $8.27M | Sell |
1,358,489
-1,232,790
| -48% | -$6.46M | ﹤0.01% | 3706 |
|
|
2025
Q2 | $10.7M | Buy |
2,591,279
+295,627
| +13% | +$1.3M | ﹤0.01% | 3370 |
|
|
2025
Q1 | $12.5M | Buy |
2,295,652
+1,229,388
| +115% | +$7.47M | ﹤0.01% | 3140 |
|
|
2024
Q4 | $6.26M | Sell |
1,066,264
-50,792
| -5% | -$331K | ﹤0.01% | 3808 |
|
|
2024
Q3 | $9.52M | Buy |
1,117,056
+424,685
| +61% | +$3.58M | ﹤0.01% | 3464 |
|
|
2024
Q2 | $4.8M | Buy |
692,371
+233,486
| +51% | +$1.6M | ﹤0.01% | 3908 |
|
|
2024
Q1 | $3.33M | Sell |
458,885
-598,937
| -57% | -$4.04M | ﹤0.01% | 4232 |
|
|
2023
Q4 | $7.56M | Buy |
1,057,822
+522,215
| +97% | +$2.95M | ﹤0.01% | 4114 |
|
|
2023
Q3 | $2.6M | Sell |
535,607
-594
| -0.1% | -$3.42K | ﹤0.01% | 4221 |
|
|
2023
Q2 | $3M | Buy |
536,201
+13,904
| +3% | +$74.9K | ﹤0.01% | 4148 |
|
|
2023
Q1 | $2.56M | Buy |
522,297
+127,098
| +32% | +$557K | ﹤0.01% | 4296 |
|
|
2022
Q4 | $1.31M | Sell |
395,199
-39,779
| -9% | -$149K | ﹤0.01% | 4715 |
|
|
2022
Q3 | $1.27M | Sell |
434,978
-230,242
| -35% | -$848K | ﹤0.01% | 4737 |
|
|
2022
Q2 | $2.35M | Buy |
665,220
+359,087
| +117% | +$1.38M | ﹤0.01% | 4403 |
|
|
2022
Q1 | $1.39M | Buy |
306,133
+147,761
| +93% | +$713K | ﹤0.01% | 4765 |
|
|
2021
Q4 | $938K | Sell |
158,372
-27,169
| -15% | -$183K | ﹤0.01% | 5117 |
|
|
2021
Q3 | $1.29M | Buy |
185,541
+86,189
| +87% | +$642K | ﹤0.01% | 4884 |
|
|
2021
Q2 | $841K | Sell |
99,352
-45,223
| -31% | -$379K | ﹤0.01% | 5189 |
|
|
2021
Q1 | $1.15M | Buy |
144,575
+144,299
| +52,282% | +$1.4M | ﹤0.01% | 4628 |
|
|
2020
Q4 | $4K | Buy |
276
+7
| +3% | +$73 | ﹤0.01% | 6813 |
|
|
2020
Q3 | $3K | Buy |
+269
| New | +$2.84K | ﹤0.01% | 6528 |
|
Other funds holding UWMC
VCM
FGP
VPM
KSCM
