Platinum Equity’s UWM Holdings UWMC Stock Holding History

Platinum Equity’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
2026 Q1	$10.8M	Hold	2,990,201	–	–	33.48%	2
2025 Q4	$13.1M	Sell	2,990,201 -1,903,900	-39%	-$10.2M	37.56%	2
2025 Q3	$29.8M	Hold	4,894,101	–	–	58.13%	1
2025 Q2	$20.3M	Hold	4,894,101	–	–	46.97%	2
2025 Q1	$26.7M	Hold	4,894,101	–	–	61.98%	1
2024 Q4	$28.7M	Hold	4,894,101	–	–	63.66%	1
2024 Q3	$41.7M	Hold	4,894,101	–	–	54%	1
2024 Q2	$33.9M	Hold	4,894,101	–	–	21.22%	2
2024 Q1	$35.5M	Hold	4,894,101	–	–	24.16%	2
2023 Q4	$35M	Hold	4,894,101	–	–	23.7%	2
2023 Q3	$23.7M	Hold	4,894,101	–	–	12.32%	3
2023 Q2	$27.4M	Hold	4,894,101	–	–	14.73%	3
2023 Q1	$24M	Hold	4,894,101	–	–	14.07%	3
2022 Q4	$16.2M	Sell	4,894,101 -90,000	-2%	-$337K	11.06%	3
2022 Q3	$14.3M	Buy	4,984,101 +1,993,900	+67%	+$7.34M	9.02%	4
2022 Q2	$10.6M	Hold	2,990,201	–	–	7.52%	4
2022 Q1	$13.5M	Buy	+2,990,201	New	+$14.4M	8.1%	4

Other funds holding UWMC

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Freestone Grove Partners San Francisco, California $13.8B AUM 24.58% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return