Plante Moran Financial Advisors, LLC
Position in UWMC — UWM Holdings Corp
CIK 1424717
SOUTHFIELD, MI
Position in UWMC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$934
-$542 QoQ
Shares Held
408
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#265
of 289 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UWMC Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $1,426 across 2 Mortgage Finance names. UWMC ranks #1 (65.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UWMC |
UWM Holdings Corp
This page
|
408 | $934 | |
| 2 | WD |
Walker & Dunlop, Inc.
|
9 | $492 |
All Filings in UWMC
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $934 | 408 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,476 | 408 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,787 | 408 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,484 | 408 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,689 | 408 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,227 | 408 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,394 | 408 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $88,676 | 10,408 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $72,127 | 10,408 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,962 | 408 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,917 | 408 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,978 | 408 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,284 | 408 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,003 | 408 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,350 | 408 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $30,495 | 10,408 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $36,844 | 10,408 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $47,148 | 10,408 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $61,615 | 10,408 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $72,335 | 10,408 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $87,947 | 10,408 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $3,235 | 408 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||