Carson Wealth (CWM LLC)’s United Homes Group UHG Stock Holding History

Carson Wealth (CWM LLC)’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	$1.06K	Sell	913 -459	-33%	-$739	﹤0.01%	5386
2025 Q4	$2K	Sell	1,372 -1,683	-55%	-$3.26K	﹤0.01%	5142
2025 Q3	$13K	Sell	3,055 -4,833	-61%	-$19K	﹤0.01%	4369
2025 Q2	$23K	Buy	7,888 +6,428	+440%	+$16.7K	﹤0.01%	3831
2025 Q1	$4K	Buy	1,460 +1,127	+338%	+$4.36K	﹤0.01%	4576
2024 Q4	$1K	Buy	333 +102	+44%	+$565	﹤0.01%	4827
2024 Q3	$1K	Buy	231 +30	+15%	+$178	﹤0.01%	4735
2024 Q2	$1K	Buy	201 +199	+9,950%	+$1.25K	﹤0.01%	4504
2024 Q1	$0	Buy	+2	New	+$15	﹤0.01%	4764

Other funds holding UHG

FNF

Fidelity National Financial Jacksonville, Florida $3.16B AUM 17.75% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

OBAM

ODDO BHF Asset Management Paris, France $2.16B AUM 43.32% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

VIM

VELA Investment Management New Albany, Ohio $459M AUM 18.61% 1-Year Est. Return

Carson Wealth (CWM LLC)'s UHG Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its United Homes Group (UHG) stake by 33% in Q1 2026, selling an estimated $739 and leaving 913 shares worth $1.06K. The position accounts for ﹤0.01% of the portfolio, ranked #5386.

Carson Wealth (CWM LLC) first reported a position in UHG in Q1 2024 and has held it in 9 quarters since. The position peaked at $23K in Q2 2025. 40 funds tracked by Wall St. Rank hold UHG as of Q1 2026.

Carson Wealth (CWM LLC) held 913 shares of United Homes Group worth $1.06K as of Q1 2026.
Carson Wealth (CWM LLC) sold 459 United Homes Group shares in Q1 2026, an estimated $739.
United Homes Group made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5386 holding.
Carson Wealth (CWM LLC) first reported a position in United Homes Group in Q1 2024 and has held it in 9 quarters since.
Carson Wealth (CWM LLC)'s United Homes Group position peaked at $23K in Q2 2025.
40 funds tracked by Wall St. Rank held United Homes Group as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.