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Orion Portfolio Solutions’s UWM Holdings UWMC Stock Holding History

Orion Portfolio Solutions’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
Q1 		$91.3K Sell
16,718
-12,993
-44% -$78.9K ﹤0.01% 1848
2024
Q4 		$174K Buy
29,711
+19,686
+196% +$128K ﹤0.01% 1766
2024
Q3 		$85.4K Buy
+10,025
New +$84.5K ﹤0.01% 1754
2022
Q4 		– Sell
-13,840
Closed -$41K – 835
2022
Q3 		$41K Buy
+13,840
New +$51K ﹤0.01% 711

Other funds holding UWMC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PE
Platinum Equity Beverly Hills, California $32M AUM 12.42% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
FGP
Freestone Grove Partners San Francisco, California $15.6B AUM 27.39% 1-Year Est. Return

Orion Portfolio Solutions's UWMC Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its UWM Holdings (UWMC) stake by 44% in Q1 2025, selling an estimated $78.9K and leaving 16,718 shares worth $91.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1848.

Orion Portfolio Solutions first reported a position in UWMC in Q3 2022 and has held it in 4 quarters since. The position peaked at $174K in Q4 2024. 241 funds tracked by Wall St. Rank hold UWMC as of Q1 2025.

  • Orion Portfolio Solutions held 16,718 shares of UWM Holdings worth $91.3K as of Q1 2025.
  • Orion Portfolio Solutions sold 12,993 UWM Holdings shares in Q1 2025, an estimated $78.9K.
  • UWM Holdings made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1848 holding.
  • Orion Portfolio Solutions first reported a position in UWM Holdings in Q3 2022 and has held it in 4 quarters since.
  • Orion Portfolio Solutions's UWM Holdings position peaked at $174K in Q4 2024.
  • 241 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.