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Financial Planning Navigators’s UWM Holdings UWMC Stock Holding History

Financial Planning Navigators’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 		$17.1K Buy
+14,512
New +$23.3K 0.01% 71

Other funds holding UWMC

Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
TMWM
Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
FIA
FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return
HWM
Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

Financial Planning Navigators's UWMC Position: Q3 2026 in Review

Financial Planning Navigators opened a new position in UWM Holdings (UWMC) in Q3 2026: 14,512 shares worth $17.1K. The stake represents 0.01% of the portfolio and ranks #71 among its holdings.

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

  • Financial Planning Navigators held 14,512 shares of UWM Holdings worth $17.1K as of Q3 2026.
  • UWM Holdings was a new Financial Planning Navigators position in Q3 2026.
  • UWM Holdings made up 0.01% of Financial Planning Navigators's portfolio in Q3 2026, its #71 holding.
  • 20 funds tracked by Wall St. Rank held UWM Holdings as of Q3 2026.

Based on Financial Planning Navigators's 13F filing for Q3 2026, filed 14 Oct 2026.