Private Advisor Group’s UWM Holdings UWMC Stock Holding History

Private Advisor Group’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 Q2	–	Sell	-13,933	Closed	-$76.1K	–	2578
2025 Q1	$76.1K	Buy	13,933 +85	+0.6%	+$516	﹤0.01%	2217
2024 Q4	$81.3K	Sell	13,848 -8,735	-39%	-$56.8K	﹤0.01%	2194
2024 Q3	$192K	Sell	22,583 -2,831	-11%	-$23.9K	﹤0.01%	2232
2024 Q2	$176K	Sell	25,414 -557	-2%	-$3.83K	﹤0.01%	2178
2024 Q1	$189K	Sell	25,971 -30,793	-54%	-$208K	﹤0.01%	2125
2023 Q4	$406K	Buy	56,764 +1,419	+3%	+$8.01K	﹤0.01%	1592
2023 Q3	$268K	Buy	55,345 +318	+0.6%	+$1.83K	﹤0.01%	1707
2023 Q2	$308K	Buy	55,027 +232	+0.4%	+$1.25K	﹤0.01%	1612
2023 Q1	$269K	Buy	+54,795	New	+$240K	﹤0.01%	1638
2021 Q4	–	Sell	-10,563	Closed	-$73K	–	2206
2021 Q3	$73K	Buy	+10,563	New	+$78.6K	﹤0.01%	1968

Other funds holding UWMC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Platinum Equity Beverly Hills, California $32.3M AUM 17.64% 1-Year Est. Return

6CM

683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return

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

Private Advisor Group's UWMC Position: Q2 2025 in Review

Private Advisor Group sold out of UWM Holdings (UWMC) in Q2 2025, closing a stake of 13,933 shares — an estimated $76.1K sold.

Private Advisor Group first reported a position in UWMC in Q3 2021 and held it in 10 quarters. The position peaked at $406K in Q4 2023. 228 funds tracked by Wall St. Rank hold UWMC as of Q2 2025.

Private Advisor Group reported no remaining UWM Holdings position as of Q2 2025 after selling out during the quarter.
Private Advisor Group sold 13,933 UWM Holdings shares in Q2 2025, an estimated $76.1K.
Private Advisor Group first reported a position in UWM Holdings in Q3 2021 and held it in 10 quarters.
Private Advisor Group's UWM Holdings position peaked at $406K in Q4 2023.
228 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2025.

Based on Private Advisor Group's 13F filing for Q2 2025, filed 11 Aug 2025.