Diversified Trust’s UWM Holdings UWMC Stock Holding History

Diversified Trust’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	$25.5K	Buy	+21,600	New	+$34.7K	﹤0.01%	1029

Other funds holding UWMC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

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

180 Wealth Advisors Federal Way, Washington $1.04B AUM 41.44% 1-Year Est. Return

Dymon Asia Capital (Singapore) Singapore $2.21B AUM 109.09% 1-Year Est. Return

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

Carrera Capital Advisors Troy, Michigan $705M AUM 12.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Diversified Trust's UWMC Position: Q3 2026 in Review

Diversified Trust opened a new position in UWM Holdings (UWMC) in Q3 2026: 21,600 shares worth $25.5K. The stake represents ﹤0.01% of the portfolio and ranks #1029 among its holdings.

121 funds tracked by Wall St. Rank hold UWMC as of Q3 2026.

Diversified Trust held 21,600 shares of UWM Holdings worth $25.5K as of Q3 2026.
UWM Holdings was a new Diversified Trust position in Q3 2026.
UWM Holdings made up ﹤0.01% of Diversified Trust's portfolio in Q3 2026, its #1029 holding.
121 funds tracked by Wall St. Rank held UWM Holdings as of Q3 2026.

Based on Diversified Trust's 13F filing for Q3 2026, filed 6 Nov 2026.