Summit Securities Group’s UWM Holdings UWMC Stock Holding History

Summit Securities Group’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	–	Sell	-8,808	Closed	-$53.6K	–	1267
2025 Q3	$53.6K	Buy	+8,808	New	+$46.2K	0.01%	548
2024 Q1	–	Sell	-900	Closed	-$6K	–	914
2023 Q4	$6K	Sell	900 -2,500	-74%	-$14.1K	﹤0.01%	552
2023 Q3	$16K	Sell	3,400 -100	-3%	-$576	﹤0.01%	384
2023 Q2	$20K	Sell	3,500 -5,700	-62%	-$30.7K	﹤0.01%	638
2023 Q1	$45K	Sell	9,200 -8,100	-47%	-$35.5K	﹤0.01%	449
2022 Q4	$57K	Sell	17,300 -22,900	-57%	-$85.8K	﹤0.01%	695
2022 Q3	$118K	Hold	40,200	–	–	0.01%	500
2022 Q2	$142K	Hold	40,200	–	–	0.02%	354
2022 Q1	$182K	Sell	40,200 -2,800	-7%	-$13.5K	0.02%	400
2021 Q4	$255K	Buy	43,000 +7,300	+20%	+$49.3K	0.01%	538
2021 Q3	$248K	Buy	+35,700	New	+$266K	0.02%	585

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

Summit Securities Group's UWMC Position: Q4 2025 in Review

Summit Securities Group sold out of UWM Holdings (UWMC) in Q4 2025, closing a stake of 8,808 shares — an estimated $53.6K sold.

Summit Securities Group first reported a position in UWMC in Q3 2021 and held it in 11 quarters. The position peaked at $255K in Q4 2021. 297 funds tracked by Wall St. Rank hold UWMC as of Q4 2025.

Summit Securities Group reported no remaining UWM Holdings position as of Q4 2025 after selling out during the quarter.
Summit Securities Group sold 8,808 UWM Holdings shares in Q4 2025, an estimated $53.6K.
Summit Securities Group first reported a position in UWM Holdings in Q3 2021 and held it in 11 quarters.
Summit Securities Group's UWM Holdings position peaked at $255K in Q4 2021.
297 funds tracked by Wall St. Rank held UWM Holdings as of Q4 2025.

Based on Summit Securities Group's 13F filing for Q4 2025, filed 17 Feb 2026.