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
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

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

BIP

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

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Platinum Equity Beverly Hills, California $32.3M AUM 17.64% 1-Year Est. Return

6CM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TownSquare Capital's UWMC Position: Q2 2025 in Review

TownSquare Capital sold out of UWM Holdings (UWMC) in Q2 2025, closing a stake of 21,745 shares — an estimated $119K sold.

TownSquare Capital first reported a position in UWMC in Q1 2022 and held it in 3 quarters. The position peaked at $119K in Q1 2025. 228 funds tracked by Wall St. Rank hold UWMC as of Q2 2025.

TownSquare Capital reported no remaining UWM Holdings position as of Q2 2025 after selling out during the quarter.
TownSquare Capital sold 21,745 UWM Holdings shares in Q2 2025, an estimated $119K.
TownSquare Capital first reported a position in UWM Holdings in Q1 2022 and held it in 3 quarters.
TownSquare Capital's UWM Holdings position peaked at $119K in Q1 2025.
228 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2025.

Based on TownSquare Capital's 13F filing for Q2 2025, filed 13 Aug 2025.