Nisa Investment Advisors
UHG

Nisa Investment Advisors’s United Homes Group UHG Stock Holding History

Nisa Investment Advisors’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
-163
Closed -$673 – 3092
2025
Q3 		$673 Sell
163
-57
-26% -$224 ﹤0.01% 2806
2025
Q2 		$638 Buy
+220
New +$572 ﹤0.01% 2832
2024
Q3 		– Sell
-35
Closed -$199 – 3054
2024
Q2 		$199 Buy
35
+12
+52% +$75 ﹤0.01% 2818
2024
Q1 		$161 Buy
23
+5
+28% +$37 ﹤0.01% 2676
2023
Q4 		$152 Buy
+18
New +$125 ﹤0.01% 2585

Other funds holding UHG

FNF
Fidelity National Financial Jacksonville, Florida $3.16B AUM 17.75% 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
Geode Capital Management
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
XT
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

Nisa Investment Advisors's UHG Position: Q4 2025 in Review

Nisa Investment Advisors sold out of United Homes Group (UHG) in Q4 2025, closing a stake of 163 shares — an estimated $673 sold.

Nisa Investment Advisors first reported a position in UHG in Q4 2023 and held it in 5 quarters. The position peaked at $673 in Q3 2025. 28 funds tracked by Wall St. Rank hold UHG as of Q4 2025.

  • Nisa Investment Advisors reported no remaining United Homes Group position as of Q4 2025 after selling out during the quarter.
  • Nisa Investment Advisors sold 163 United Homes Group shares in Q4 2025, an estimated $673.
  • Nisa Investment Advisors first reported a position in United Homes Group in Q4 2023 and held it in 5 quarters.
  • Nisa Investment Advisors's United Homes Group position peaked at $673 in Q3 2025.
  • 28 funds tracked by Wall St. Rank held United Homes Group as of Q4 2025.

Based on Nisa Investment Advisors's 13F filing for Q4 2025, filed 15 Jan 2026.