Pathstone Holdings
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Pathstone Holdings’s UWM Holdings UWMC Stock Holding History

Pathstone Holdings’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
-14,562
Closed -$89.1K – 2397
2025
Q3 		$89.1K Buy
+14,562
New +$76.3K ﹤0.01% 2285
2024
Q4 		– Sell
-10,113
Closed -$86.2K – 2407
2024
Q3 		$86.2K Sell
10,113
-101
-1% -$851 ﹤0.01% 2248
2024
Q2 		$70.8K Buy
10,214
+59
+0.6% +$405 ﹤0.01% 2245
2024
Q1 		$73.7K Buy
+10,155
New +$68.5K ﹤0.01% 2238

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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
6CM
683 Capital Management New York $1.08B AUM 85.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
IIC
Integrated Investment Consultants Bloomfield Hills, Michigan $471M AUM 20.31% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return