Plante Moran Financial Advisors’s UWM Holdings UWMC Stock Holding History

Plante Moran Financial Advisors’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	$934	Hold	408	–	–	﹤0.01%	927
2026 Q1	$1.48K	Hold	408	–	–	﹤0.01%	652
2025 Q4	$1.79K	Hold	408	–	–	﹤0.01%	728
2025 Q3	$2.48K	Hold	408	–	–	﹤0.01%	664
2025 Q2	$1.69K	Hold	408	–	–	﹤0.01%	676
2025 Q1	$2.23K	Hold	408	–	–	﹤0.01%	694
2024 Q4	$2.4K	Sell	408 -10,000	-96%	-$65.1K	﹤0.01%	769
2024 Q3	$88.7K	Hold	10,408	–	–	0.01%	300
2024 Q2	$72.1K	Buy	10,408 +10,000	+2,451%	+$68.7K	0.01%	286
2024 Q1	$2.96K	Hold	408	–	–	﹤0.01%	737
2023 Q4	$2.92K	Hold	408	–	–	﹤0.01%	693
2023 Q3	$1.98K	Hold	408	–	–	﹤0.01%	660
2023 Q2	$2.29K	Hold	408	–	–	﹤0.01%	682
2023 Q1	$2K	Hold	408	–	–	﹤0.01%	710
2022 Q4	$1.35K	Sell	408 -10,000	-96%	-$37.5K	﹤0.01%	756
2022 Q3	$30K	Hold	10,408	–	–	0.01%	390
2022 Q2	$37K	Hold	10,408	–	–	0.01%	354
2022 Q1	$47K	Hold	10,408	–	–	0.01%	346
2021 Q4	$62K	Hold	10,408	–	–	0.01%	319
2021 Q3	$72K	Hold	10,408	–	–	0.02%	316
2021 Q2	$88K	Buy	10,408 +10,000	+2,451%	+$83.7K	0.02%	271
2021 Q1	$3K	Buy	+408	New	+$3.96K	﹤0.01%	880

Other funds holding UWMC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SEP

Signature Equity Partners Columbus, Ohio $218M AUM

OTL

Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

CCA

Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

PCWA

Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

Plante Moran Financial Advisors's UWMC Position: Q2 2026 in Review

Plante Moran Financial Advisors held its UWM Holdings (UWMC) position steady in Q2 2026 at 408 shares worth $934. The position accounts for ﹤0.01% of the portfolio, ranked #927.

Plante Moran Financial Advisors first reported a position in UWMC in Q1 2021 and has held it in 22 quarters since. The position peaked at $88.7K in Q3 2024. 114 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

Plante Moran Financial Advisors held 408 shares of UWM Holdings worth $934 as of Q2 2026.
Plante Moran Financial Advisors left its UWM Holdings share count unchanged in Q2 2026.
UWM Holdings made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #927 holding.
Plante Moran Financial Advisors first reported a position in UWM Holdings in Q1 2021 and has held it in 22 quarters since.
Plante Moran Financial Advisors's UWM Holdings position peaked at $88.7K in Q3 2024.
114 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.