EFA
UHG

Evernest Financial Advisors’s United Homes Group UHG Stock Holding History

Evernest Financial Advisors’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
2025
Q4 		– Sell
-63,000
Closed -$260K – 209
2025
Q3 		$260K Buy
+63,000
New +$247K 0.07% 162

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
SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SIP
Stoneridge Investment Partners Radnor, Pennsylvania $152M AUM 20.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Evernest Financial Advisors's UHG Position: Q4 2025 in Review

Evernest Financial Advisors sold out of United Homes Group (UHG) in Q4 2025, closing a stake of 63,000 shares — an estimated $260K sold.

Evernest Financial Advisors first reported a position in UHG in Q3 2025 and held it in 1 quarter. The position peaked at $260K in Q3 2025. 28 funds tracked by Wall St. Rank hold UHG as of Q4 2025.

  • Evernest Financial Advisors reported no remaining United Homes Group position as of Q4 2025 after selling out during the quarter.
  • Evernest Financial Advisors sold 63,000 United Homes Group shares in Q4 2025, an estimated $260K.
  • Evernest Financial Advisors first reported a position in United Homes Group in Q3 2025 and held it in 1 quarter.
  • Evernest Financial Advisors's United Homes Group position peaked at $260K in Q3 2025.
  • 28 funds tracked by Wall St. Rank held United Homes Group as of Q4 2025.

Based on Evernest Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.