Root Financial Partners’s UWM Holdings UWMC Stock Holding History

Root Financial Partners’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	$5	Buy	+4	New	+$6	﹤0.01%	3818

Other funds holding UWMC

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Shenkman Capital Management New York $610M AUM 1.13% 1-Year Est. Return

SEP

Signature Equity Partners Columbus, Ohio $287M AUM 21.26% 1-Year Est. Return

Pacific Capital Wealth Advisors Corona, California $698M AUM 9.63% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $1.04B AUM 41.44% 1-Year Est. Return

Dymon Asia Capital (Singapore) Singapore $2.21B AUM 109.09% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Root Financial Partners's UWMC Position: Q3 2026 in Review

Root Financial Partners opened a new position in UWM Holdings (UWMC) in Q3 2026: 4 shares worth $5. The stake represents ﹤0.01% of the portfolio and ranks #3818 among its holdings.

155 funds tracked by Wall St. Rank hold UWMC as of Q3 2026.

Root Financial Partners held 4 shares of UWM Holdings worth $5 as of Q3 2026.
UWM Holdings was a new Root Financial Partners position in Q3 2026.
UWM Holdings made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3818 holding.
155 funds tracked by Wall St. Rank held UWM Holdings as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.