Pinnacle Wealth Planning Services
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Pinnacle Wealth Planning Services’s UWM Holdings UWMC Stock Holding History

Pinnacle Wealth Planning Services’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
-843
Closed -$1.93K – 2934
2026
Q2 		$1.93K Buy
843
+669
+384% +$2.08K ﹤0.01% 2489
2026
Q1 		$630 Hold
174
– – ﹤0.01% 2604
2025
Q4 		$762 Buy
+174
New +$936 ﹤0.01% 2612

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

Pinnacle Wealth Planning Services's UWMC Position: Q3 2026 in Review

Pinnacle Wealth Planning Services sold out of UWM Holdings (UWMC) in Q3 2026, closing a stake of 843 shares — an estimated $1.93K sold.

Pinnacle Wealth Planning Services first reported a position in UWMC in Q4 2025 and held it in 3 quarters. The position peaked at $1.93K in Q2 2026. 121 funds tracked by Wall St. Rank hold UWMC as of Q3 2026.

  • Pinnacle Wealth Planning Services reported no remaining UWM Holdings position as of Q3 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 843 UWM Holdings shares in Q3 2026, an estimated $1.93K.
  • Pinnacle Wealth Planning Services first reported a position in UWM Holdings in Q4 2025 and held it in 3 quarters.
  • Pinnacle Wealth Planning Services's UWM Holdings position peaked at $1.93K in Q2 2026.
  • 121 funds tracked by Wall St. Rank held UWM Holdings as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.