Stephens Consulting’s UWM Holdings UWMC Stock Holding History

Stephens Consulting’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	$4.38K	Hold	1,000	–	–	﹤0.01%	298
2025 Q3	$6.09K	Hold	1,000	–	–	﹤0.01%	264
2025 Q2	$4.14K	Hold	1,000	–	–	﹤0.01%	405
2025 Q1	$5.46K	Hold	1,000	–	–	﹤0.01%	379
2024 Q4	$5.87K	Hold	1,000	–	–	﹤0.01%	395
2024 Q3	$8.52K	Hold	1,000	–	–	﹤0.01%	353
2024 Q2	$6.93K	Hold	1,000	–	–	﹤0.01%	378
2024 Q1	$7.26K	Hold	1,000	–	–	﹤0.01%	339
2023 Q4	$7.15K	Hold	1,000	–	–	﹤0.01%	345
2023 Q3	$4.85K	Hold	1,000	–	–	﹤0.01%	377
2023 Q2	$5.6K	Hold	1,000	–	–	﹤0.01%	369
2023 Q1	$4.91K	Hold	1,000	–	–	﹤0.01%	388
2022 Q4	$3.31K	Hold	1,000	–	–	﹤0.01%	406
2022 Q3	$2.93K	Hold	1,000	–	–	﹤0.01%	461
2022 Q2	$3.54K	Hold	1,000	–	–	﹤0.01%	436
2022 Q1	$4.53K	Hold	1,000	–	–	﹤0.01%	446
2021 Q4	$5.92K	Buy	+1,000	New	+$6.75K	﹤0.01%	464

Other funds holding UWMC

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

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

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

ACL

Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

6CM

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

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

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

IIC

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

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

Stephens Consulting's UWMC Position: Q4 2025 in Review

Stephens Consulting held its UWM Holdings (UWMC) position steady in Q4 2025 at 1,000 shares worth $4.38K. The position accounts for ﹤0.01% of the portfolio, ranked #298.

Stephens Consulting first reported a position in UWMC in Q4 2021 and has held it in 17 quarters since. The position peaked at $8.52K in Q3 2024. 297 funds tracked by Wall St. Rank hold UWMC as of Q4 2025.

Stephens Consulting held 1,000 shares of UWM Holdings worth $4.38K as of Q4 2025.
Stephens Consulting left its UWM Holdings share count unchanged in Q4 2025.
UWM Holdings made up ﹤0.01% of Stephens Consulting's portfolio in Q4 2025, its #298 holding.
Stephens Consulting first reported a position in UWM Holdings in Q4 2021 and has held it in 17 quarters since.
Stephens Consulting's UWM Holdings position peaked at $8.52K in Q3 2024.
297 funds tracked by Wall St. Rank held UWM Holdings as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.