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UBS O'Connor’s UWM Holdings UWMC Stock Holding History

UBS O'Connor’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
Q1 		– Sell
-599,861
Closed -$2.51M – 931
2020
Q4 		$2.51M Hold
599,861
– – 0.05% 330
2020
Q3 		$1M Buy
599,861
+6,111
+1% +$64.5K 0.03% 224
2020
Q2 		$1.05M Buy
+593,750
New +$5.93M 0.02% 274

Other funds holding UWMC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
IIC
Integrated Investment Consultants Bloomfield Hills, Michigan $471M AUM 20.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PE
Platinum Equity Beverly Hills, California $32.3M AUM 17.64% 1-Year Est. Return

UBS O'Connor's UWMC Position: Q3 2025 in Review

UBS O'Connor sold out of UWM Holdings (UWMC) in Q3 2025, closing a stake of 143,000 shares — an estimated $592K sold.

UBS O'Connor first reported a position in UWMC in Q1 2020 and held it in 7 quarters. The position peaked at $24.1M in Q2 2020. 256 funds tracked by Wall St. Rank hold UWMC as of Q3 2025.

  • UBS O'Connor reported no remaining UWM Holdings position as of Q3 2025 after selling out during the quarter.
  • UBS O'Connor sold 143,000 UWM Holdings shares in Q3 2025, an estimated $592K.
  • UBS O'Connor first reported a position in UWM Holdings in Q1 2020 and held it in 7 quarters.
  • UBS O'Connor's UWM Holdings position peaked at $24.1M in Q2 2020.
  • 256 funds tracked by Wall St. Rank held UWM Holdings as of Q3 2025.

Based on UBS O'Connor's 13F filing for Q3 2025, filed 14 Nov 2025.