Boston Partners’s United Homes Group UHG Stock Holding History

Boston Partners’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	-205,794	Closed	-$597K	–	797
2025 Q2	$597K	Sell	205,794 -381,276	-65%	-$992K	﹤0.01%	638
2025 Q1	$1.64M	Sell	587,070 -13,147	-2%	-$50.9K	﹤0.01%	514
2024 Q4	$2.54M	Buy	600,217 +336,460	+128%	+$1.86M	﹤0.01%	472
2024 Q3	$1.62M	Sell	263,757 -23,163	-8%	-$137K	﹤0.01%	542
2024 Q2	$1.63M	Sell	286,920 -10,149	-3%	-$63.5K	﹤0.01%	536
2024 Q1	$2.08M	Buy	297,069 +26,441	+10%	+$198K	﹤0.01%	506
2023 Q4	$2.28M	Buy	+270,628	New	+$1.89M	﹤0.01%	489

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 $468M AUM 18.47% 1-Year Est. Return

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

EFA

Evernest Financial Advisors Carmel, Indiana $478M AUM 24% 1-Year Est. Return

SIP

Stoneridge Investment Partners Radnor, Pennsylvania $152M AUM 20.58% 1-Year Est. Return

Boston Partners's UHG Position: Q3 2025 in Review

Boston Partners sold out of United Homes Group (UHG) in Q3 2025, closing a stake of 205,794 shares — an estimated $597K sold.

Boston Partners first reported a position in UHG in Q4 2023 and held it in 7 quarters. The position peaked at $2.54M in Q4 2024. 45 funds tracked by Wall St. Rank hold UHG as of Q3 2025.

Boston Partners reported no remaining United Homes Group position as of Q3 2025 after selling out during the quarter.
Boston Partners sold 205,794 United Homes Group shares in Q3 2025, an estimated $597K.
Boston Partners first reported a position in United Homes Group in Q4 2023 and held it in 7 quarters.
Boston Partners's United Homes Group position peaked at $2.54M in Q4 2024.
45 funds tracked by Wall St. Rank held United Homes Group as of Q3 2025.

Based on Boston Partners's 13F filing for Q3 2025, filed 13 Nov 2025.