Optimist Retirement Group
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Optimist Retirement Group’s UWM Holdings UWMC Stock Holding History

Optimist Retirement Group’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 		– Sell
-53,698
Closed -$123K – 125
2026
Q2 		$123K Hold
53,698
– – 0.05% 118
2026
Q1 		$194K Buy
+53,698
New +$247K 0.09% 112

Other funds holding UWMC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Creative Planning
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
Pacific Capital Wealth Advisors Corona, California $698M AUM 9.63% 1-Year Est. Return
180 Wealth Advisors
180 Wealth Advisors Federal Way, Washington $1.04B AUM 41.44% 1-Year Est. Return
Dymon Asia Capital (Singapore)
Dymon Asia Capital (Singapore) Singapore $2.21B AUM 109.09% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Carrera Capital Advisors
Carrera Capital Advisors Troy, Michigan $705M AUM 12.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Optimist Retirement Group's UWMC Position: Q3 2026 in Review

Optimist Retirement Group sold out of UWM Holdings (UWMC) in Q3 2026, closing a stake of 53,698 shares — an estimated $123K sold.

Optimist Retirement Group first reported a position in UWMC in Q1 2026 and held it in 2 quarters. The position peaked at $194K in Q1 2026. 121 funds tracked by Wall St. Rank hold UWMC as of Q3 2026.

  • Optimist Retirement Group reported no remaining UWM Holdings position as of Q3 2026 after selling out during the quarter.
  • Optimist Retirement Group sold 53,698 UWM Holdings shares in Q3 2026, an estimated $123K.
  • Optimist Retirement Group first reported a position in UWM Holdings in Q1 2026 and held it in 2 quarters.
  • Optimist Retirement Group's UWM Holdings position peaked at $194K in Q1 2026.
  • 121 funds tracked by Wall St. Rank held UWM Holdings as of Q3 2026.

Based on Optimist Retirement Group's 13F filing for Q3 2026, filed 30 Oct 2026.