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Sigma Planning Corp’s UWM Holdings UWMC Stock Holding History

Sigma Planning Corp’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
-24,198
Closed -$100K – 1381
2025
Q2 		$100K Sell
24,198
-356
-1% -$1.56K ﹤0.01% 1206
2025
Q1 		$134K Buy
24,554
+33
+0.1% +$200 ﹤0.01% 1148
2024
Q4 		$144K Buy
24,521
+24
+0.1% +$156 ﹤0.01% 1113
2024
Q3 		$209K Buy
24,497
+25
+0.1% +$211 0.01% 1118
2024
Q2 		$170K Buy
24,472
+28
+0.1% +$192 0.01% 1109
2024
Q1 		$177K Buy
+24,444
New +$165K 0.01% 1147
2021
Q3 		– Sell
-19,732
Closed -$167K – 1500
2021
Q2 		$167K Sell
19,732
-10,918
-36% -$91.4K 0.01% 1324
2021
Q1 		$243K Buy
+30,650
New +$297K 0.01% 1108

Other funds holding UWMC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PE
Platinum Equity Beverly Hills, California $32.3M AUM 17.64% 1-Year Est. Return

Sigma Planning Corp's UWMC Position: Q3 2025 in Review

Sigma Planning Corp sold out of UWM Holdings (UWMC) in Q3 2025, closing a stake of 24,198 shares — an estimated $100K sold.

Sigma Planning Corp first reported a position in UWMC in Q1 2021 and held it in 8 quarters. The position peaked at $243K in Q1 2021. 256 funds tracked by Wall St. Rank hold UWMC as of Q3 2025.

  • Sigma Planning Corp reported no remaining UWM Holdings position as of Q3 2025 after selling out during the quarter.
  • Sigma Planning Corp sold 24,198 UWM Holdings shares in Q3 2025, an estimated $100K.
  • Sigma Planning Corp first reported a position in UWM Holdings in Q1 2021 and held it in 8 quarters.
  • Sigma Planning Corp's UWM Holdings position peaked at $243K in Q1 2021.
  • 256 funds tracked by Wall St. Rank held UWM Holdings as of Q3 2025.

Based on Sigma Planning Corp's 13F filing for Q3 2025, filed 10 Nov 2025.