Action Point Financial Planning’s UWM Holdings UWMC Stock Holding History

Action Point Financial Planning’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 Q2	$1.07K	Buy	+467	New	+$1.45K	﹤0.01%	2467

Other funds holding UWMC

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Action Point Financial Planning's UWMC Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in UWM Holdings (UWMC) in Q2 2026: 467 shares worth $1.07K. The stake represents ﹤0.01% of the portfolio and ranks #2467 among its holdings.

289 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

Action Point Financial Planning held 467 shares of UWM Holdings worth $1.07K as of Q2 2026.
UWM Holdings was a new Action Point Financial Planning position in Q2 2026.
UWM Holdings made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2467 holding.
289 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.