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 $3.16B AUM 17.75% 1-Year Est. Return
Cetera Investment Advisers
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
VIM
VELA Investment Management New Albany, Ohio $459M AUM 18.61% 1-Year Est. Return

Essential Partners's UHG Position: Q1 2026 in Review

Essential Partners sold out of United Homes Group (UHG) in Q1 2026, closing a stake of 1 share — an estimated $2 sold.

Essential Partners first reported a position in UHG in Q2 2025 and held it in 3 quarters. The position peaked at $902 in Q2 2025. 40 funds tracked by Wall St. Rank hold UHG as of Q1 2026.

  • Essential Partners reported no remaining United Homes Group position as of Q1 2026 after selling out during the quarter.
  • Essential Partners sold 1 United Homes Group share in Q1 2026, an estimated $2.
  • Essential Partners first reported a position in United Homes Group in Q2 2025 and held it in 3 quarters.
  • Essential Partners's United Homes Group position peaked at $902 in Q2 2025.
  • 40 funds tracked by Wall St. Rank held United Homes Group as of Q1 2026.

Based on Essential Partners's 13F filing for Q1 2026, filed 21 May 2026.