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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
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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
FGP
Freestone Grove Partners San Francisco, California $14.2B AUM 24.58% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pinnacle Wealth Planning Services's UWMC Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its UWM Holdings (UWMC) position steady in Q1 2026 at 174 shares worth $630. The position accounts for ﹤0.01% of the portfolio, ranked #2604.

Pinnacle Wealth Planning Services first reported a position in UWMC in Q4 2025 and has held it in 2 quarters since. The position peaked at $762 in Q4 2025. 283 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

  • Pinnacle Wealth Planning Services held 174 shares of UWM Holdings worth $630 as of Q1 2026.
  • Pinnacle Wealth Planning Services left its UWM Holdings share count unchanged in Q1 2026.
  • UWM Holdings made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2604 holding.
  • Pinnacle Wealth Planning Services first reported a position in UWM Holdings in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's UWM Holdings position peaked at $762 in Q4 2025.
  • 283 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.