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Creative Planning UWMC Position History
UWM Holdings Corporation
Quarters held
9
Latest value
$2.6M
Q3 2026
Peak value
$2.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $94K |
| Q3 2025 | $1.4M |
| Q4 2025 | $1.3M |
| Q4 2025 | $66K |
| Q1 2026 | $797K |
| Q2 2026 | $10K |
| Q2 2026 | $1.1M |
| Q3 2026 | $144K |
| Q3 2026 | $2.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.6M | 2.24M | — | — |
| Q3 2026 | $144K | 122.1K | — | — |
| Q2 2026 | $1.1M | 472.6K | — | — |
| Q2 2026 | $10K | 4.4K | — | — |
| Q1 2026 | $797K | 220.2K | — | — |
| Q4 2025 | $66K | 15.1K | — | — |
| Q4 2025 | $1.3M | 307.2K | — | — |
| Q3 2025 | $1.4M | 223.3K | — | — |
| Q3 2025 | $94K | 15.4K | — | — |