Fidelity Investments’s United Homes Group UHG Stock Holding History

Fidelity Investments’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	-4,552	Closed	-$18.8K	–	5595
2025 Q3	$18.8K	Sell	4,552 -314	-6%	-$1.23K	﹤0.01%	4384
2025 Q2	$14.1K	Buy	4,866 +3,439	+241%	+$8.95K	﹤0.01%	4416
2025 Q1	$4K	Buy	1,427 +798	+127%	+$3.09K	﹤0.01%	4761
2024 Q4	$2.66K	Buy	629 +163	+35%	+$903	﹤0.01%	4767
2024 Q3	$2.86K	Sell	466 -61	-12%	-$362	﹤0.01%	4730
2024 Q2	$3K	Sell	527 -600	-53%	-$3.76K	﹤0.01%	4654
2024 Q1	$7.88K	Buy	1,127 +522	+86%	+$3.9K	﹤0.01%	4357
2023 Q4	$5.1K	Buy	605 +278	+85%	+$1.94K	﹤0.01%	4444
2023 Q3	$1.83K	Buy	327 +116	+55%	+$1.03K	﹤0.01%	4555
2023 Q2	$2.35K	Buy	+211	New	+$2.48K	﹤0.01%	4553

Other funds holding UHG

FNF

Fidelity National Financial Jacksonville, Florida $2.72B AUM 29.3% 1-Year Est. Return

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Fidelity Investments's UHG Position: Q4 2025 in Review

Fidelity Investments sold out of United Homes Group (UHG) in Q4 2025, closing a stake of 4,552 shares — an estimated $18.8K sold.

Fidelity Investments first reported a position in UHG in Q2 2023 and held it in 10 quarters. The position peaked at $18.8K in Q3 2025. 28 funds tracked by Wall St. Rank hold UHG as of Q4 2025.

Fidelity Investments reported no remaining United Homes Group position as of Q4 2025 after selling out during the quarter.
Fidelity Investments sold 4,552 United Homes Group shares in Q4 2025, an estimated $18.8K.
Fidelity Investments first reported a position in United Homes Group in Q2 2023 and held it in 10 quarters.
Fidelity Investments's United Homes Group position peaked at $18.8K in Q3 2025.
28 funds tracked by Wall St. Rank held United Homes Group as of Q4 2025.

Based on Fidelity Investments's 13F filing for Q4 2025, filed 17 Feb 2026.