SSG
UWMC icon

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
2021
Q4 		– Sell
-369
Closed -$256K – 962
2021
Q3 		$256K Buy
369
+29
+9% +$216 0.02% 575
2021
Q2 		$287K Sell
340
-60
-15% -$502 0.02% 535
2021
Q1 		$317K Buy
+400
New +$3.88K 0.03% 428

Other funds holding UWMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Two Sigma Investments
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
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.