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Procyon Advisors’s UWM Holdings UWMC Stock Holding History

Procyon Advisors’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
-30,051
Closed -$164K – 602
2025
Q1 		$164K Sell
30,051
-153
-0.5% -$929 0.01% 581
2024
Q4 		$177K Sell
30,204
-233
-0.8% -$1.52K 0.01% 535
2024
Q3 		$259K Buy
30,437
+6
+0% +$51 0.02% 469
2024
Q2 		$211K Buy
30,431
+7
+0% +$48 0.02% 492
2024
Q1 		$221K Sell
30,424
-283
-0.9% -$1.91K 0.02% 474
2023
Q4 		$220K Buy
30,707
+12
+0% +$68 0.02% 474
2023
Q3 		$149K Buy
30,695
+10,010
+48% +$57.7K 0.02% 462
2023
Q2 		$116K Buy
+20,685
New +$111K 0.01% 434

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
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
PE
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Procyon Advisors's UWMC Position: Q2 2025 in Review

Procyon Advisors sold out of UWM Holdings (UWMC) in Q2 2025, closing a stake of 30,051 shares — an estimated $164K sold.

Procyon Advisors first reported a position in UWMC in Q2 2023 and held it in 8 quarters. The position peaked at $259K in Q3 2024. 228 funds tracked by Wall St. Rank hold UWMC as of Q2 2025.

  • Procyon Advisors reported no remaining UWM Holdings position as of Q2 2025 after selling out during the quarter.
  • Procyon Advisors sold 30,051 UWM Holdings shares in Q2 2025, an estimated $164K.
  • Procyon Advisors first reported a position in UWM Holdings in Q2 2023 and held it in 8 quarters.
  • Procyon Advisors's UWM Holdings position peaked at $259K in Q3 2024.
  • 228 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2025.

Based on Procyon Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.