Capstone Financial Advisors’s United Homes Group UHG Stock Holding History

Capstone Financial Advisors’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
2026 Q2	–	Sell	-10,000	Closed	-$11.6K	–	204
2026 Q1	$11.6K	Hold	10,000	–	–	﹤0.01%	186
2025 Q4	$15.6K	Buy	+10,000	New	+$19.4K	﹤0.01%	183

Capstone Financial Advisors's UHG Position: Q2 2026 in Review

Capstone Financial Advisors sold out of United Homes Group (UHG) in Q2 2026, closing a stake of 10,000 shares — an estimated $11.6K sold.

Capstone Financial Advisors first reported a position in UHG in Q4 2025 and held it in 2 quarters. The position peaked at $15.6K in Q4 2025. 0 funds tracked by Wall St. Rank hold UHG as of Q2 2026.

Capstone Financial Advisors reported no remaining United Homes Group position as of Q2 2026 after selling out during the quarter.
Capstone Financial Advisors sold 10,000 United Homes Group shares in Q2 2026, an estimated $11.6K.
Capstone Financial Advisors first reported a position in United Homes Group in Q4 2025 and held it in 2 quarters.
Capstone Financial Advisors's United Homes Group position peaked at $15.6K in Q4 2025.
0 funds tracked by Wall St. Rank held United Homes Group as of Q2 2026.

Based on Capstone Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.