R Squared’s UWM Holdings UWMC Stock Holding History

R Squared’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 Q3	–	Sell	-12,371	Closed	-$51.2K	–	711
2025 Q2	$51.2K	Buy	+12,371	New	+$54.4K	0.03%	392

Other funds holding UWMC

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

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

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

6CM

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

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

IIC

Integrated Investment Consultants Bloomfield Hills, Michigan $471M AUM 20.31% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

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

R Squared's UWMC Position: Q3 2025 in Review

R Squared sold out of UWM Holdings (UWMC) in Q3 2025, closing a stake of 12,371 shares — an estimated $51.2K sold.

R Squared first reported a position in UWMC in Q2 2025 and held it in 1 quarter. The position peaked at $51.2K in Q2 2025. 256 funds tracked by Wall St. Rank hold UWMC as of Q3 2025.

R Squared reported no remaining UWM Holdings position as of Q3 2025 after selling out during the quarter.
R Squared sold 12,371 UWM Holdings shares in Q3 2025, an estimated $51.2K.
R Squared first reported a position in UWM Holdings in Q2 2025 and held it in 1 quarter.
R Squared's UWM Holdings position peaked at $51.2K in Q2 2025.
256 funds tracked by Wall St. Rank held UWM Holdings as of Q3 2025.

Based on R Squared's 13F filing for Q3 2025, filed 12 Nov 2025.