DDFG Inc’s UWM Holdings UWMC Stock Holding History

DDFG Inc’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 Q3	$26.5K	Buy	22,447 +1,046	+5%	+$1.68K	0.01%	86
2026 Q2	$49K	Buy	21,401 +540	+3%	+$1.68K	0.01%	90
2026 Q1	$75.5K	Buy	20,861 +438	+2%	+$2.02K	0.02%	85
2025 Q4	$89.5K	Buy	20,423 +371	+2%	+$2K	0.02%	87
2025 Q3	$122K	Buy	20,052 +461	+2%	+$2.42K	0.03%	83
2025 Q2	$81.1K	Buy	19,591 +422	+2%	+$1.86K	0.02%	80
2025 Q1	$105K	Buy	19,169 +333	+2%	+$2.02K	0.03%	75
2024 Q4	$111K	Buy	18,836 +250	+1%	+$1.63K	0.03%	78
2024 Q3	$158K	Buy	18,586 +263	+1%	+$2.22K	0.05%	80
2024 Q2	$127K	Buy	18,323 +277	+2%	+$1.9K	0.04%	77
2024 Q1	$131K	Buy	18,046 +265	+1%	+$1.79K	0.04%	74
2023 Q4	$127K	Buy	17,781 +349	+2%	+$1.97K	0.04%	72
2023 Q3	$84.5K	Buy	17,432 +330	+2%	+$1.9K	0.03%	70
2023 Q2	$95.8K	Hold	17,102	–	–	0.04%	72
2023 Q1	$84K	Buy	+17,102	New	+$75K	0.03%	71

Other funds holding UWMC

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

SEP

Signature Equity Partners Columbus, Ohio $287M AUM 21.26% 1-Year Est. Return

Pacific Capital Wealth Advisors Corona, California $698M AUM 9.63% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return

Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return

Lebenthal Global Advisors Hauppauge, New York $747M AUM 15.75% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

DDFG Inc's UWMC Position: Q3 2026 in Review

DDFG Inc increased its UWM Holdings (UWMC) stake by 4.9% in Q3 2026, buying an estimated $1.68K and bringing the position to 22,447 shares worth $26.5K. The position accounts for 0.01% of the portfolio, ranked #86.

DDFG Inc first reported a position in UWMC in Q1 2023 and has held it in 15 quarters since. The position peaked at $158K in Q3 2024. 69 funds tracked by Wall St. Rank hold UWMC as of Q3 2026.

DDFG Inc held 22,447 shares of UWM Holdings worth $26.5K as of Q3 2026.
DDFG Inc bought 1,046 UWM Holdings shares in Q3 2026, an estimated $1.68K.
UWM Holdings made up 0.01% of DDFG Inc's portfolio in Q3 2026, its #86 holding.
DDFG Inc first reported a position in UWM Holdings in Q1 2023 and has held it in 15 quarters since.
DDFG Inc's UWM Holdings position peaked at $158K in Q3 2024.
69 funds tracked by Wall St. Rank held UWM Holdings as of Q3 2026.

Based on DDFG Inc's 13F filing for Q3 2026, filed 15 Oct 2026.