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Tidal Investments’s UWM Holdings UWMC Stock Holding History

Tidal Investments’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
Q1 		– Sell
-291,842
Closed -$1.71M – 2029
2024
Q4 		$1.71M Sell
291,842
-158,065
-35% -$1.03M 0.01% 761
2024
Q3 		$3.83M Buy
+449,907
New +$3.79M 0.04% 390

Other funds holding UWMC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 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
PE
Platinum Equity Beverly Hills, California $32.3M AUM 17.64% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
FGP
Freestone Grove Partners San Francisco, California $14.2B AUM 24.58% 1-Year Est. Return

Tidal Investments's UWMC Position: Q1 2025 in Review

Tidal Investments sold out of UWM Holdings (UWMC) in Q1 2025, closing a stake of 291,842 shares — an estimated $1.71M sold.

Tidal Investments first reported a position in UWMC in Q3 2024 and held it in 2 quarters. The position peaked at $3.83M in Q3 2024. 241 funds tracked by Wall St. Rank hold UWMC as of Q1 2025.

  • Tidal Investments reported no remaining UWM Holdings position as of Q1 2025 after selling out during the quarter.
  • Tidal Investments sold 291,842 UWM Holdings shares in Q1 2025, an estimated $1.71M.
  • Tidal Investments first reported a position in UWM Holdings in Q3 2024 and held it in 2 quarters.
  • Tidal Investments's UWM Holdings position peaked at $3.83M in Q3 2024.
  • 241 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2025.

Based on Tidal Investments's 13F filing for Q1 2025, filed 14 May 2025.