Bank of New York Mellon
UHG

Bank of New York Mellon’s United Homes Group UHG Stock Holding History

Bank of New York Mellon’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 		– Sell
-11,125
Closed -$31.1K – 4270
2025
Q1 		$31.1K Hold
11,125
– – ﹤0.01% 4077
2024
Q4 		$47.1K Sell
11,125
-1,806
-14% -$10K ﹤0.01% 4080
2024
Q3 		$79.4K Buy
+12,931
New +$76.7K ﹤0.01% 4026
2024
Q2 		– Sell
-15,129
Closed -$106K – 4262
2024
Q1 		$106K Hold
15,129
– – ﹤0.01% 4028
2023
Q4 		$128K Sell
15,129
-2,806
-16% -$19.6K ﹤0.01% 4044
2023
Q3 		$100K Buy
17,935
+622
+4% +$5.53K ﹤0.01% 4079
2023
Q2 		$193K Buy
+17,313
New +$204K ﹤0.01% 3986

Other funds holding UHG

FNF
Fidelity National Financial Jacksonville, Florida $3.16B AUM 17.75% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $2.29B AUM 370.1% 1-Year Est. Return
Vanguard Group
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 Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Bank of New York Mellon's UHG Position: Q2 2025 in Review

Bank of New York Mellon sold out of United Homes Group (UHG) in Q2 2025, closing a stake of 11,125 shares — an estimated $31.1K sold.

Bank of New York Mellon first reported a position in UHG in Q2 2023 and held it in 7 quarters. The position peaked at $193K in Q2 2023. 51 funds tracked by Wall St. Rank hold UHG as of Q2 2025.

  • Bank of New York Mellon reported no remaining United Homes Group position as of Q2 2025 after selling out during the quarter.
  • Bank of New York Mellon sold 11,125 United Homes Group shares in Q2 2025, an estimated $31.1K.
  • Bank of New York Mellon first reported a position in United Homes Group in Q2 2023 and held it in 7 quarters.
  • Bank of New York Mellon's United Homes Group position peaked at $193K in Q2 2023.
  • 51 funds tracked by Wall St. Rank held United Homes Group as of Q2 2025.

Based on Bank of New York Mellon's 13F filing for Q2 2025, filed 5 Aug 2025.