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Center for Financial Planning’s UWM Holdings UWMC Stock Holding History

Center for 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 		$4.89K Sell
2,136
-1,941
-48% -$6.03K ﹤0.01% 548
2026
Q1 		$14.8K Hold
4,077
– – ﹤0.01% 449
2025
Q4 		$17.9K Buy
+4,077
New +$21.9K ﹤0.01% 429

Other funds holding UWMC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Center for Financial Planning's UWMC Position: Q2 2026 in Review

Center for Financial Planning reduced its UWM Holdings (UWMC) stake by 48% in Q2 2026, selling an estimated $6.03K and leaving 2,136 shares worth $4.89K. The position accounts for ﹤0.01% of the portfolio, ranked #548.

Center for Financial Planning first reported a position in UWMC in Q4 2025 and has held it in 3 quarters since. The position peaked at $17.9K in Q4 2025. 293 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • Center for Financial Planning held 2,136 shares of UWM Holdings worth $4.89K as of Q2 2026.
  • Center for Financial Planning sold 1,941 UWM Holdings shares in Q2 2026, an estimated $6.03K.
  • UWM Holdings made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #548 holding.
  • Center for Financial Planning first reported a position in UWM Holdings in Q4 2025 and has held it in 3 quarters since.
  • Center for Financial Planning's UWM Holdings position peaked at $17.9K in Q4 2025.
  • 293 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.