Bailard’s United Homes Group UHG Stock Holding History

Bailard’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 Q3	–	Sell	-40,084	Closed	-$116K	–	879
2025 Q2	$116K	Buy	+40,084	New	+$104K	﹤0.01%	736

Other funds holding UHG

FNF

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SWM

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

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

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

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

VIM

VELA Investment Management New Albany, Ohio $436M AUM 15.16% 1-Year Est. Return

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

EFA

Evernest Financial Advisors Carmel, Indiana $481M AUM 19.97% 1-Year Est. Return

SIP

Stoneridge Investment Partners Radnor, Pennsylvania $138M AUM 7.66% 1-Year Est. Return

Bailard's UHG Position: Q3 2025 in Review

Bailard sold out of United Homes Group (UHG) in Q3 2025, closing a stake of 40,084 shares — an estimated $116K sold.

Bailard first reported a position in UHG in Q2 2025 and held it in 1 quarter. The position peaked at $116K in Q2 2025. 45 funds tracked by Wall St. Rank hold UHG as of Q3 2025.

Bailard reported no remaining United Homes Group position as of Q3 2025 after selling out during the quarter.
Bailard sold 40,084 United Homes Group shares in Q3 2025, an estimated $116K.
Bailard first reported a position in United Homes Group in Q2 2025 and held it in 1 quarter.
Bailard's United Homes Group position peaked at $116K in Q2 2025.
45 funds tracked by Wall St. Rank held United Homes Group as of Q3 2025.

Based on Bailard's 13F filing for Q3 2025, filed 30 Oct 2025.