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
2025
Q2
$10.7M Buy
2025
Q1
$12.5M Buy
2024
Q4
$6.26M Sell
2024
Q3
$9.52M Buy
2024
Q2
$4.8M Buy
2024
Q1
$3.33M Sell
2023
Q4
$7.56M Buy
2023
Q3
$2.6M Sell
2023
Q2
$3M Buy
2023
Q1
$2.56M Buy
2022
Q4
$1.31M Sell
2022
Q3
$1.27M Sell
2022
Q2
$2.35M Buy
2022
Q1
$1.39M Buy
2021
Q4
$938K Sell
2021
Q3
$1.29M Buy
2021
Q2
$841K Sell
2021
Q1
$1.15M Buy
2020
Q4
$4K Buy
2020
Q3
$3K Buy