Carson Wealth (CWM LLC)
UHG

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 $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

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.