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Newbridge Financial Services Group’s UWM Holdings UWMC Stock Holding History

Newbridge Financial Services 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
Q3 		– Sell
-16,600
Closed -$68.7K – 1391
2025
Q2 		$68.7K Hold
16,600
– – 0.01% 446
2025
Q1 		$90.6K Buy
16,600
+14,000
+538% +$85K 0.02% 277
2024
Q4 		$15.3K Buy
2,600
+2,500
+2,500% +$16.3K ﹤0.01% 660
2024
Q3 		$852 Sell
100
-100
-50% -$843 ﹤0.01% 603
2024
Q2 		$1.39K Hold
200
– – ﹤0.01% 979
2024
Q1 		$1.45K Sell
200
-7,000
-97% -$47.2K ﹤0.01% 1025
2023
Q4 		$51.5K Sell
7,200
-4,900
-40% -$27.7K 0.03% 385
2023
Q3 		$58.7K Buy
12,100
+12,000
+12,000% +$69.1K 0.03% 378
2023
Q2 		$560 Sell
100
-7,000
-99% -$37.7K ﹤0.01% 1253
2023
Q1 		$34.9K Sell
7,100
-1,000
-12% -$4.39K 0.02% 555
2022
Q4 		$26.8K Hold
8,100
– – 0.02% 634
2022
Q3 		$24K Buy
8,100
+2,000
+33% +$7.36K 0.01% 651
2022
Q2 		$22K Buy
+6,100
New +$23.4K 0.01% 637

Other funds holding UWMC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
IIC
Integrated Investment Consultants Bloomfield Hills, Michigan $471M AUM 20.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PE
Platinum Equity Beverly Hills, California $32.3M AUM 17.64% 1-Year Est. Return

Newbridge Financial Services Group's UWMC Position: Q3 2025 in Review

Newbridge Financial Services Group sold out of UWM Holdings (UWMC) in Q3 2025, closing a stake of 16,600 shares — an estimated $68.7K sold.

Newbridge Financial Services Group first reported a position in UWMC in Q2 2022 and held it in 13 quarters. The position peaked at $90.6K in Q1 2025. 256 funds tracked by Wall St. Rank hold UWMC as of Q3 2025.

  • Newbridge Financial Services Group reported no remaining UWM Holdings position as of Q3 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 16,600 UWM Holdings shares in Q3 2025, an estimated $68.7K.
  • Newbridge Financial Services Group first reported a position in UWM Holdings in Q2 2022 and held it in 13 quarters.
  • Newbridge Financial Services Group's UWM Holdings position peaked at $90.6K in Q1 2025.
  • 256 funds tracked by Wall St. Rank held UWM Holdings as of Q3 2025.

Based on Newbridge Financial Services Group's 13F filing for Q3 2025, filed 13 Nov 2025.