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Cornerstone Planning Group’s UWM Holdings UWMC Stock Holding History

Cornerstone Planning Group’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
Q1 		– Sell
-303
Closed -$1.78K – 1919
2025
Q4 		$1.78K Buy
303
+288
+1,920% +$1.55K ﹤0.01% 1216
2025
Q3 		$2.18K Buy
+15
New +$79 ﹤0.01% 1143
2024
Q4 		– Sell
-216
Closed -$1.41K – 1491
2024
Q3 		$1.41K Hold
216
– – ﹤0.01% 861
2024
Q2 		$1.89K Hold
216
– – ﹤0.01% 787
2024
Q1 		$1.47K Buy
+216
New +$1.46K ﹤0.01% 712

Other funds holding UWMC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
FGP
Freestone Grove Partners San Francisco, California $14.2B AUM 24.58% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cornerstone Planning Group's UWMC Position: Q1 2026 in Review

Cornerstone Planning Group sold out of UWM Holdings (UWMC) in Q1 2026, closing a stake of 303 shares — an estimated $1.78K sold.

Cornerstone Planning Group first reported a position in UWMC in Q1 2024 and held it in 5 quarters. The position peaked at $2.18K in Q3 2025. 284 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

  • Cornerstone Planning Group reported no remaining UWM Holdings position as of Q1 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 303 UWM Holdings shares in Q1 2026, an estimated $1.78K.
  • Cornerstone Planning Group first reported a position in UWM Holdings in Q1 2024 and held it in 5 quarters.
  • Cornerstone Planning Group's UWM Holdings position peaked at $2.18K in Q3 2025.
  • 284 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.