EP
UHG

Essential Partners’s United Homes Group UHG Stock Holding History

Essential Partners’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 		– Sell
-1
Closed -$2 – 2994
2025
Q4 		$2 Sell
1
-128
-99% -$248 ﹤0.01% 2771
2025
Q3 		$533 Sell
129
-182
-59% -$714 ﹤0.01% 2190
2025
Q2 		$902 Buy
+311
New +$809 ﹤0.01% 1542

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 $141B 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 $394M AUM 15.16% 1-Year Est. Return