CFA
UHG

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
Q1 		$11.6K Hold
10,000
– – ﹤0.01% 186
2025
Q4 		$15.6K Buy
+10,000
New +$19.4K ﹤0.01% 183

Other funds holding UHG

FNF
Fidelity National Financial Jacksonville, Florida $2.72B AUM 29.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
OBAM
ODDO BHF Asset Management Paris, France $2.54B AUM 41.83% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
VIM
VELA Investment Management New Albany, Ohio $468M AUM 18.47% 1-Year Est. Return

Capstone Financial Advisors's UHG Position: Q1 2026 in Review

Capstone Financial Advisors held its United Homes Group (UHG) position steady in Q1 2026 at 10,000 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #186.

Capstone Financial Advisors first reported a position in UHG in Q4 2025 and has held it in 2 quarters since. The position peaked at $15.6K in Q4 2025. 40 funds tracked by Wall St. Rank hold UHG as of Q1 2026.

  • Capstone Financial Advisors held 10,000 shares of United Homes Group worth $11.6K as of Q1 2026.
  • Capstone Financial Advisors left its United Homes Group share count unchanged in Q1 2026.
  • United Homes Group made up ﹤0.01% of Capstone Financial Advisors's portfolio in Q1 2026, its #186 holding.
  • Capstone Financial Advisors first reported a position in United Homes Group in Q4 2025 and has held it in 2 quarters since.
  • Capstone Financial Advisors's United Homes Group position peaked at $15.6K in Q4 2025.
  • 40 funds tracked by Wall St. Rank held United Homes Group as of Q1 2026.

Based on Capstone Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.