Ground Swell Capital’s United Homes Group UHG Stock Holding History

Ground Swell Capital’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 Q3	–	Sell	-10,960	Closed	-$31.8K	–	238
2025 Q2	$31.8K	Buy	+10,960	New	+$28.5K	0.05%	78

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VIM

VELA Investment Management New Albany, Ohio $468M AUM 18.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

EFA

Evernest Financial Advisors Carmel, Indiana $478M AUM 24% 1-Year Est. Return

SIP

Stoneridge Investment Partners Radnor, Pennsylvania $152M AUM 20.58% 1-Year Est. Return

Ground Swell Capital's UHG Position: Q3 2025 in Review

Ground Swell Capital sold out of United Homes Group (UHG) in Q3 2025, closing a stake of 10,960 shares — an estimated $31.8K sold.

Ground Swell Capital first reported a position in UHG in Q2 2025 and held it in 1 quarter. The position peaked at $31.8K in Q2 2025. 45 funds tracked by Wall St. Rank hold UHG as of Q3 2025.

Ground Swell Capital reported no remaining United Homes Group position as of Q3 2025 after selling out during the quarter.
Ground Swell Capital sold 10,960 United Homes Group shares in Q3 2025, an estimated $31.8K.
Ground Swell Capital first reported a position in United Homes Group in Q2 2025 and held it in 1 quarter.
Ground Swell Capital's United Homes Group position peaked at $31.8K in Q2 2025.
45 funds tracked by Wall St. Rank held United Homes Group as of Q3 2025.

Based on Ground Swell Capital's 13F filing for Q3 2025, filed 6 Nov 2025.