Morgan Stanley
UHG

Morgan Stanley’s United Homes Group UHG Stock Holding History

Morgan Stanley’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 		$1 Sell
1
-15,707
-100% -$25.3K ﹤0.01% 8285
2025
Q4 		$24.5K Sell
15,708
-1
-0% -$2 ﹤0.01% 6628
2025
Q3 		$64.9K Sell
15,709
-1,743
-10% -$6.84K ﹤0.01% 6312
2025
Q2 		$50.6K Buy
17,452
+6,402
+58% +$16.7K ﹤0.01% 6356
2025
Q1 		$30.9K Buy
11,050
+503
+5% +$1.95K ﹤0.01% 6428
2024
Q4 		$44.6K Sell
10,547
-2,422
-19% -$13.4K ﹤0.01% 6322
2024
Q3 		$79.6K Buy
12,969
+7,950
+158% +$47.2K ﹤0.01% 6080
2024
Q2 		$28.6K Sell
5,019
-1,680
-25% -$10.5K ﹤0.01% 6350
2024
Q1 		$46.8K Sell
6,699
-15,739
-70% -$118K ﹤0.01% 6237
2023
Q4 		$189K Buy
22,438
+17,456
+350% +$122K ﹤0.01% 5968
2023
Q3 		$27.9K Sell
4,982
-1,294
-21% -$11.5K ﹤0.01% 6381
2023
Q2 		$70K Buy
6,276
+5,776
+1,155% +$68K ﹤0.01% 6087
2023
Q1 		$10.4K Buy
+500
New +$5.37K ﹤0.01% 6877
2022
Q4 		– Sell
-15,901
Closed -$157K – 7966
2022
Q3 		$157K Buy
+15,901
New +$157K ﹤0.01% 5844
2021
Q3 		– Sell
-20,539
Closed -$199K – 8028
2021
Q2 		$199K Buy
+20,539
New +$200K ﹤0.01% 6020

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

Morgan Stanley's UHG Position: Q1 2026 in Review

Morgan Stanley reduced its United Homes Group (UHG) stake by 100% in Q1 2026, selling an estimated $25.3K and leaving 1 share worth $1. The position accounts for ﹤0.01% of the portfolio, ranked #8285.

Morgan Stanley first reported a position in UHG in Q2 2021 and has held it in 15 quarters since. The position peaked at $199K in Q2 2021. 40 funds tracked by Wall St. Rank hold UHG as of Q1 2026.

  • Morgan Stanley held 1 share of United Homes Group worth $1 as of Q1 2026.
  • Morgan Stanley sold 15,707 United Homes Group shares in Q1 2026, an estimated $25.3K.
  • United Homes Group made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #8285 holding.
  • Morgan Stanley first reported a position in United Homes Group in Q2 2021 and has held it in 15 quarters since.
  • Morgan Stanley's United Homes Group position peaked at $199K in Q2 2021.
  • 40 funds tracked by Wall St. Rank held United Homes Group as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.