Avantax Advisory Services’s United Homes Group UHG Stock Holding History

Avantax Advisory Services’s Portfolio UHG Stock Details UHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.63M	Sell	1,250,000 -365	-0%	-$949	0.02%	556
2025 Q1	$3.5M	Buy	1,250,365 +365	+0%	+$1.41K	0.02%	528
2024 Q4	$5.29M	Hold	1,250,000	–	–	0.03%	380
2024 Q3	$7.67M	Hold	1,250,000	–	–	0.05%	291
2024 Q2	$7.11M	Hold	1,250,000	–	–	0.05%	281
2024 Q1	$8.74M	Hold	1,250,000	–	–	0.08%	201
2023 Q4	$10.5M	Buy	1,250,000 +225,000	+22%	+$1.57M	0.1%	150
2023 Q3	$5.74M	Buy	1,025,000 +25,000	+3%	+$222K	0.06%	221
2023 Q2	$11.2M	Hold	1,000,000	–	–	0.13%	134
2023 Q1	$20.8M	Buy	+1,000,000	New	+$10.7M	0.25%	57

Other funds holding UHG

FNF

Fidelity National Financial Jacksonville, Florida $2.72B AUM 29.3% 1-Year Est. Return

AFM

Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SWM

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Avantax Advisory Services's UHG Position: Q2 2025 in Review

Avantax Advisory Services reduced its United Homes Group (UHG) stake by 0.03% in Q2 2025, selling an estimated $949 and leaving 1,250,000 shares worth $3.63M. The position accounts for 0.02% of the portfolio, ranked #556.

Avantax Advisory Services first reported a position in UHG in Q1 2023 and has held it in 10 quarters since. The position peaked at $20.8M in Q1 2023. 51 funds tracked by Wall St. Rank hold UHG as of Q2 2025.

Avantax Advisory Services held 1,250,000 shares of United Homes Group worth $3.63M as of Q2 2025.
Avantax Advisory Services sold 365 United Homes Group shares in Q2 2025, an estimated $949.
United Homes Group made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #556 holding.
Avantax Advisory Services first reported a position in United Homes Group in Q1 2023 and has held it in 10 quarters since.
Avantax Advisory Services's United Homes Group position peaked at $20.8M in Q1 2023.
51 funds tracked by Wall St. Rank held United Homes Group as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.