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 – 2406
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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
6CM
683 Capital Management New York $2.04B AUM 94.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
IIC
Integrated Investment Consultants Bloomfield Hills, Michigan $508M AUM 22.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Pathstone Holdings's UWMC Position: Q4 2025 in Review

Pathstone Holdings sold out of UWM Holdings (UWMC) in Q4 2025, closing a stake of 14,562 shares — an estimated $89.1K sold.

Pathstone Holdings first reported a position in UWMC in Q1 2024 and held it in 4 quarters. The position peaked at $89.1K in Q3 2025. 297 funds tracked by Wall St. Rank hold UWMC as of Q4 2025.

  • Pathstone Holdings reported no remaining UWM Holdings position as of Q4 2025 after selling out during the quarter.
  • Pathstone Holdings sold 14,562 UWM Holdings shares in Q4 2025, an estimated $89.1K.
  • Pathstone Holdings first reported a position in UWM Holdings in Q1 2024 and held it in 4 quarters.
  • Pathstone Holdings's UWM Holdings position peaked at $89.1K in Q3 2025.
  • 297 funds tracked by Wall St. Rank held UWM Holdings as of Q4 2025.

Based on Pathstone Holdings's 13F filing for Q4 2025, filed 13 Feb 2026.