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Principal Securities’s UWM Holdings UWMC Stock Holding History

Principal Securities’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
-1,760
Closed -$10.7K – 3410
2025
Q3 		$10.7K Buy
1,760
+340
+24% +$1.78K ﹤0.01% 2687
2025
Q2 		$5.88K Buy
+1,420
New +$6.24K ﹤0.01% 2814
2024
Q4 		– Sell
-1,386
Closed -$11.8K – 3634
2024
Q3 		$11.8K Hold
1,386
– – ﹤0.01% 2362
2024
Q2 		$9.61K Buy
+1,386
New +$9.52K ﹤0.01% 2411

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 $5.72T 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 $1.92B AUM 85.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B 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

Principal Securities's UWMC Position: Q4 2025 in Review

Principal Securities sold out of UWM Holdings (UWMC) in Q4 2025, closing a stake of 1,760 shares — an estimated $10.7K sold.

Principal Securities first reported a position in UWMC in Q2 2024 and held it in 4 quarters. The position peaked at $11.8K in Q3 2024. 297 funds tracked by Wall St. Rank hold UWMC as of Q4 2025.

  • Principal Securities reported no remaining UWM Holdings position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 1,760 UWM Holdings shares in Q4 2025, an estimated $10.7K.
  • Principal Securities first reported a position in UWM Holdings in Q2 2024 and held it in 4 quarters.
  • Principal Securities's UWM Holdings position peaked at $11.8K in Q3 2024.
  • 297 funds tracked by Wall St. Rank held UWM Holdings as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.