TownSquare Capital’s UWM Holdings UWMC Stock Holding History

TownSquare Capital’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
2026 Q3	$13.4K	Buy	+11,378	New	+$18.3K	﹤0.01%	278
2025 Q2	–	Sell	-21,745	Closed	-$119K	–	1548
2025 Q1	$119K	Buy	21,745 +9,405	+76%	+$57.1K	﹤0.01%	1610
2024 Q4	$72.4K	Buy	+12,340	New	+$80.3K	﹤0.01%	1530
2022 Q2	–	Sell	-16,600	Closed	-$75K	–	778
2022 Q1	$75K	Buy	+16,600	New	+$80.1K	﹤0.01%	692

Other funds holding UWMC

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

TownSquare Capital's UWMC Position: Q3 2026 in Review

TownSquare Capital opened a new position in UWM Holdings (UWMC) in Q3 2026: 11,378 shares worth $13.4K. The stake represents ﹤0.01% of the portfolio and ranks #278 among its holdings. This is a return to the name: TownSquare Capital previously reported a position in UWMC as recently as Q1 2025.

TownSquare Capital first reported a position in UWMC in Q1 2022 and has held it in 4 quarters since. The position peaked at $119K in Q1 2025. 207 funds tracked by Wall St. Rank hold UWMC as of Q3 2026.

TownSquare Capital held 11,378 shares of UWM Holdings worth $13.4K as of Q3 2026.
UWM Holdings was a new TownSquare Capital position in Q3 2026.
UWM Holdings made up ﹤0.01% of TownSquare Capital's portfolio in Q3 2026, its #278 holding.
TownSquare Capital first reported a position in UWM Holdings in Q1 2022 and has held it in 4 quarters since.
TownSquare Capital's UWM Holdings position peaked at $119K in Q1 2025.
207 funds tracked by Wall St. Rank held UWM Holdings as of Q3 2026.

Based on TownSquare Capital's 13F filing for Q3 2026, filed 13 Nov 2026.