EWA
UHG

EverSource Wealth Advisors’s United Homes Group UHG Stock Holding History

EverSource Wealth 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
2026
Q1 		– Sell
-2
Closed -$3 – 4507
2025
Q4 		$3 Sell
2
-31
-94% -$60 ﹤0.01% 4262
2025
Q3 		$136 Sell
33
-111
-77% -$436 ﹤0.01% 4157
2025
Q2 		$417 Buy
144
+81
+129% +$211 ﹤0.01% 3941
2025
Q1 		$176 Buy
+63
New +$244 ﹤0.01% 3724

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

EverSource Wealth Advisors's UHG Position: Q1 2026 in Review

EverSource Wealth Advisors sold out of United Homes Group (UHG) in Q1 2026, closing a stake of 2 shares — an estimated $3 sold.

EverSource Wealth Advisors first reported a position in UHG in Q1 2025 and held it in 4 quarters. The position peaked at $417 in Q2 2025. 40 funds tracked by Wall St. Rank hold UHG as of Q1 2026.

  • EverSource Wealth Advisors reported no remaining United Homes Group position as of Q1 2026 after selling out during the quarter.
  • EverSource Wealth Advisors sold 2 United Homes Group shares in Q1 2026, an estimated $3.
  • EverSource Wealth Advisors first reported a position in United Homes Group in Q1 2025 and held it in 4 quarters.
  • EverSource Wealth Advisors's United Homes Group position peaked at $417 in Q2 2025.
  • 40 funds tracked by Wall St. Rank held United Homes Group as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.