Rise Advisors’s UWM Holdings UWMC Stock Holding History

Rise 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 Q3	–	Sell	-102	Closed	-$422	–	1614
2025 Q2	$422	Buy	+102	New	+$448	﹤0.01%	1449

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

Rise Advisors's UWMC Position: Q3 2025 in Review

Rise Advisors sold out of UWM Holdings (UWMC) in Q3 2025, closing a stake of 102 shares — an estimated $422 sold.

Rise Advisors first reported a position in UWMC in Q2 2025 and held it in 1 quarter. The position peaked at $422 in Q2 2025. 256 funds tracked by Wall St. Rank hold UWMC as of Q3 2025.

Rise Advisors reported no remaining UWM Holdings position as of Q3 2025 after selling out during the quarter.
Rise Advisors sold 102 UWM Holdings shares in Q3 2025, an estimated $422.
Rise Advisors first reported a position in UWM Holdings in Q2 2025 and held it in 1 quarter.
Rise Advisors's UWM Holdings position peaked at $422 in Q2 2025.
256 funds tracked by Wall St. Rank held UWM Holdings as of Q3 2025.

Based on Rise Advisors's 13F filing for Q3 2025, filed 8 Oct 2025.