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Orion Portfolio Solutions, LLC

SEC CIK
0001802647
Latest filing
May 15, 2025

UWMC holding history

UWM Holdings Corp in every 13F filed by Orion Portfolio Solutions, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UWMC overviewAll 13F holders of UWMCFull Q1 2025 holdings

Shares (Q1 2025)
16,718
Value
$91.3K
% of portfolio
<0.1%
Quarters held
4
Since Q3 2022
Holdings of UWMC by Orion Portfolio Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 202516,718$91.3K<0.1%−12,993−43.7%ReducedHolders
Q4 202429,711$174.4K<0.1%+19,686+196.4%AddedHolders
Q3 202410,025$85.4K<0.1%+10,025NewHolders
Q4 20220$00.0%−13,840−100.0%Sold outHolders
Q3 202213,840$41.0K<0.1%+13,840NewHolders