Sherbrooke Park Advisers’s UWM Holdings UWMC Stock Holding History

Sherbrooke Park Advisers’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	$71.5K	Buy	+16,326	New	+$87.8K	0.18%	147
2025 Q2	–	Sell	-12,716	Closed	-$69.4K	–	794
2025 Q1	$69.4K	Sell	12,716 -7,322	-37%	-$44.5K	0.03%	540
2024 Q4	$118K	Buy	20,038 +2,975	+17%	+$19.4K	0.04%	650
2024 Q3	$145K	Buy	+17,063	New	+$144K	0.03%	800
2023 Q4	–	Sell	-82,509	Closed	-$400K	–	693
2023 Q3	$400K	Buy	+82,509	New	+$475K	0.13%	286

Other funds holding UWMC

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

6CM

683 Capital Management New York $2.04B AUM 94.26% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

IIC

Integrated Investment Consultants Bloomfield Hills, Michigan $508M AUM 22.93% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Sherbrooke Park Advisers's UWMC Position: Q4 2025 in Review

Sherbrooke Park Advisers opened a new position in UWM Holdings (UWMC) in Q4 2025: 16,326 shares worth $71.5K. The stake represents 0.18% of the portfolio and ranks #147 among its holdings. This is a return to the name: Sherbrooke Park Advisers previously reported a position in UWMC as recently as Q1 2025.

Sherbrooke Park Advisers first reported a position in UWMC in Q3 2023 and has held it in 5 quarters since. The position peaked at $400K in Q3 2023. 297 funds tracked by Wall St. Rank hold UWMC as of Q4 2025.

Sherbrooke Park Advisers held 16,326 shares of UWM Holdings worth $71.5K as of Q4 2025.
UWM Holdings was a new Sherbrooke Park Advisers position in Q4 2025.
UWM Holdings made up 0.18% of Sherbrooke Park Advisers's portfolio in Q4 2025, its #147 holding.
Sherbrooke Park Advisers first reported a position in UWM Holdings in Q3 2023 and has held it in 5 quarters since.
Sherbrooke Park Advisers's UWM Holdings position peaked at $400K in Q3 2023.
297 funds tracked by Wall St. Rank held UWM Holdings as of Q4 2025.

Based on Sherbrooke Park Advisers's 13F filing for Q4 2025, filed 17 Feb 2026.