Marshall Wace’s United Homes Group UHG Stock Holding History

Marshall Wace’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	-19,228	Closed	-$55.8K	–	3427
2025 Q2	$55.8K	Buy	+19,228	New	+$50K	﹤0.01%	2593
2023 Q1	–	Sell	-1,594,364	Closed	-$16M	–	3119
2022 Q4	$16M	Hold	1,594,364	–	–	0.04%	556
2022 Q3	$15.7M	Buy	1,594,364 +309,374	+24%	+$3.05M	0.03%	574
2022 Q2	$12.6M	Buy	1,284,990 +49,706	+4%	+$488K	0.03%	711
2022 Q1	$12.1M	Buy	1,235,284 +36,640	+3%	+$357K	0.02%	753
2021 Q4	$11.7M	Buy	1,198,644 +248,025	+26%	+$2.42M	0.02%	760
2021 Q3	$9.24M	Buy	950,619 +660,571	+228%	+$6.4M	0.04%	602
2021 Q2	$2.82M	Buy	+290,048	New	+$2.83M	0.01%	1198

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

Marshall Wace's UHG Position: Q3 2025 in Review

Marshall Wace sold out of United Homes Group (UHG) in Q3 2025, closing a stake of 19,228 shares — an estimated $55.8K sold.

Marshall Wace first reported a position in UHG in Q2 2021 and held it in 8 quarters. The position peaked at $16M in Q4 2022. 45 funds tracked by Wall St. Rank hold UHG as of Q3 2025.

Marshall Wace reported no remaining United Homes Group position as of Q3 2025 after selling out during the quarter.
Marshall Wace sold 19,228 United Homes Group shares in Q3 2025, an estimated $55.8K.
Marshall Wace first reported a position in United Homes Group in Q2 2021 and held it in 8 quarters.
Marshall Wace's United Homes Group position peaked at $16M in Q4 2022.
45 funds tracked by Wall St. Rank held United Homes Group as of Q3 2025.

Based on Marshall Wace's 13F filing for Q3 2025, filed 13 Nov 2025.