Creative Planning’s UWM Holdings UWMC Stock Holding History

Creative 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	$1.09M	Buy	476,961 +256,810	+117%	+$798K	﹤0.01%	2569
2026 Q1	$797K	Sell	220,151 -102,159	-32%	-$470K	﹤0.01%	2646
2025 Q4	$1.41M	Buy	322,310 +83,586	+35%	+$450K	﹤0.01%	2003
2025 Q3	$1.45M	Buy	238,724 +102,908	+76%	+$540K	﹤0.01%	1792
2025 Q2	$562K	Buy	135,816 +101,883	+300%	+$448K	﹤0.01%	2361
2025 Q1	$185K	Buy	33,933 +9,848	+41%	+$59.8K	﹤0.01%	3102
2024 Q4	$141K	Sell	24,085 -24,878	-51%	-$162K	﹤0.01%	3081
2024 Q3	$417K	Buy	48,963 +14,589	+42%	+$123K	﹤0.01%	2266
2024 Q2	$238K	Buy	34,374 +21,567	+168%	+$148K	﹤0.01%	2543
2024 Q1	$93K	Buy	12,807 +1,202	+10%	+$8.11K	﹤0.01%	2717
2023 Q4	$83K	Buy	+11,605	New	+$65.5K	﹤0.01%	2592

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 40.89% 1-Year Est. Return

Creative Planning's UWMC Position: Q2 2026 in Review

Creative Planning increased its UWM Holdings (UWMC) stake by 117% in Q2 2026, buying an estimated $798K and bringing the position to 476,961 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #2569.

Creative Planning first reported a position in UWMC in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.45M in Q3 2025. 292 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

Creative Planning held 476,961 shares of UWM Holdings worth $1.09M as of Q2 2026.
Creative Planning bought 256,810 UWM Holdings shares in Q2 2026, an estimated $798K.
UWM Holdings made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2569 holding.
Creative Planning first reported a position in UWM Holdings in Q4 2023 and has held it in 11 quarters since.
Creative Planning's UWM Holdings position peaked at $1.45M in Q3 2025.
292 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.