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 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 $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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 New York $124B AUM 33.93% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Creative Planning's UWMC Position: Q1 2026 in Review

Creative Planning reduced its UWM Holdings (UWMC) stake by 32% in Q1 2026, selling an estimated $470K and leaving 220,151 shares worth $797K. The position accounts for ﹤0.01% of the portfolio, ranked #2646.

Creative Planning first reported a position in UWMC in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.45M in Q3 2025. 283 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

Creative Planning held 220,151 shares of UWM Holdings worth $797K as of Q1 2026.
Creative Planning sold 102,159 UWM Holdings shares in Q1 2026, an estimated $470K.
UWM Holdings made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2646 holding.
Creative Planning first reported a position in UWM Holdings in Q4 2023 and has held it in 10 quarters since.
Creative Planning's UWM Holdings position peaked at $1.45M in Q3 2025.
283 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.