IC
UHG

IEQ Capital’s United Homes Group UHG Stock Holding History

IEQ 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
-14,551
Closed -$42.2K – 2081
2025
Q2 		$42.2K Buy
+14,551
New +$37.8K ﹤0.01% 1773

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
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
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EFA
Evernest Financial Advisors Carmel, Indiana $481M AUM 19.97% 1-Year Est. Return
SIP
Stoneridge Investment Partners Radnor, Pennsylvania $138M AUM 7.66% 1-Year Est. Return

IEQ Capital's UHG Position: Q3 2025 in Review

IEQ Capital sold out of United Homes Group (UHG) in Q3 2025, closing a stake of 14,551 shares — an estimated $42.2K sold.

IEQ Capital first reported a position in UHG in Q2 2025 and held it in 1 quarter. The position peaked at $42.2K in Q2 2025. 45 funds tracked by Wall St. Rank hold UHG as of Q3 2025.

  • IEQ Capital reported no remaining United Homes Group position as of Q3 2025 after selling out during the quarter.
  • IEQ Capital sold 14,551 United Homes Group shares in Q3 2025, an estimated $42.2K.
  • IEQ Capital first reported a position in United Homes Group in Q2 2025 and held it in 1 quarter.
  • IEQ Capital's United Homes Group position peaked at $42.2K in Q2 2025.
  • 45 funds tracked by Wall St. Rank held United Homes Group as of Q3 2025.

Based on IEQ Capital's 13F filing for Q3 2025, filed 14 Nov 2025.