DWM
UHG

Diversify Wealth Management’s United Homes Group UHG Stock Holding History

Diversify Wealth Management’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 		$22.4K Buy
+19,000
New +$30.6K ﹤0.01% 1139

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 $436M AUM 15.16% 1-Year Est. Return

Diversify Wealth Management's UHG Position: Q1 2026 in Review

Diversify Wealth Management opened a new position in United Homes Group (UHG) in Q1 2026: 19,000 shares worth $22.4K. The stake represents ﹤0.01% of the portfolio and ranks #1139 among its holdings.

40 funds tracked by Wall St. Rank hold UHG as of Q1 2026.

  • Diversify Wealth Management held 19,000 shares of United Homes Group worth $22.4K as of Q1 2026.
  • United Homes Group was a new Diversify Wealth Management position in Q1 2026.
  • United Homes Group made up ﹤0.01% of Diversify Wealth Management's portfolio in Q1 2026, its #1139 holding.
  • 40 funds tracked by Wall St. Rank held United Homes Group as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.