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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
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Pinnacle Wealth Planning Services's UWMC Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its UWM Holdings (UWMC) stake by 384% in Q2 2026, buying an estimated $2.08K and bringing the position to 843 shares worth $1.93K. The position accounts for ﹤0.01% of the portfolio, ranked #2489.

Pinnacle Wealth Planning Services first reported a position in UWMC in Q4 2025 and has held it in 3 quarters since. 292 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • Pinnacle Wealth Planning Services held 843 shares of UWM Holdings worth $1.93K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 669 UWM Holdings shares in Q2 2026, an estimated $2.08K.
  • UWM Holdings made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2489 holding.
  • Pinnacle Wealth Planning Services first reported a position in UWM Holdings in Q4 2025 and has held it in 3 quarters since.
  • 292 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.