SWM
UHG

Stonebridge Wealth Management’s United Homes Group UHG Stock Holding History

Stonebridge Wealth Management’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 		– Sell
-579,149
Closed -$903K – 37
2025
Q4 		$903K Sell
579,149
-250,633
-30% -$486K 0.85% 24
2025
Q3 		$3.43M Buy
829,782
+379,282
+84% +$1.49M 2.94% 12
2025
Q2 		$1.31M Buy
+450,500
New +$1.17M 1.23% 22

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

Stonebridge Wealth Management's UHG Position: Q1 2026 in Review

Stonebridge Wealth Management sold out of United Homes Group (UHG) in Q1 2026, closing a stake of 579,149 shares — an estimated $903K sold.

Stonebridge Wealth Management first reported a position in UHG in Q2 2025 and held it in 3 quarters. The position peaked at $3.43M in Q3 2025. 40 funds tracked by Wall St. Rank hold UHG as of Q1 2026.

  • Stonebridge Wealth Management reported no remaining United Homes Group position as of Q1 2026 after selling out during the quarter.
  • Stonebridge Wealth Management sold 579,149 United Homes Group shares in Q1 2026, an estimated $903K.
  • Stonebridge Wealth Management first reported a position in United Homes Group in Q2 2025 and held it in 3 quarters.
  • Stonebridge Wealth Management's United Homes Group position peaked at $3.43M in Q3 2025.
  • 40 funds tracked by Wall St. Rank held United Homes Group as of Q1 2026.

Based on Stonebridge Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.